Jacie Taylor is brilliant and inspiring. She is the only ‘Not for Profit’ financial advisor in the country. That tells you all you need to know about her honesty and ethics. She is a trailblazer. Jacie works out of Adelaide but I just used Zoom for my consult. She is impressively well credentialed. I was unsure about whether or not I even needed an advisor, because I have a good level of financial literacy, but wow, was it worth it. She answered questions I did not know I had and her advice will add a significant amount to our retirement income. I am also very relaxed about it all now. I know she is right. I am a Mathematician and so my skills in money matters are somewhat honed, but there was so much information I simply did not have. A zoom consult that answered all my questions and more, and gave me the confidence to move forward, cost less than $400. That’s incredible. I could have opted for the Statement of Advice, which would have made more money for her firm, but she advised me against it. Even the name is cool. Periapt means a charm or an amulet. https://www.periapt.com.au/about-us/
I want Jacie’s business to grow and employ dozens of advisors like her. The winner here is anyone who sits and listens to her. Jacie, you are an inspiration to girls in STEM everywhere.
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