We specialise in helping you understand your financial position, so you can create a roadmap to reach your goals and live with financial freedom. Holistic financial planning is about enjoying life how you want to, not just about paying the bills. It is about being free from financial stress. It is about putting you in the driver’s seat, with a Read more...

As independent financial advisers our mission is to give our clients the freedom to live the life they want without having any financial surprises. To do this we take our clients through a structured process with four distinct phases. This process is aimed at making sure we are all clear about their goals, there is an easy to follow plan Read more...

When Jacie Taylor of Periapt Advisory joined the Association in January 2017 (then called Independent Financial Advisers Association of Australia) she was South Australia’s first member and is now classified as a Founding Member of the Profession of Independent Financial Advisers. Jacie holds a Masters in Applied Finance (with Distinction), the highest education qualification financial advisors have in Australia. She Read more...