|Name||Adam Ordelman, AFP®|
|Address||Suite 4 (Sustained Advice)
76-78 Osmond Tce
Norwood, SA 5067
|Phone||08 7127 7777|
Sustained Advice, is retirement specialist that cares about our clients by providing strategic (ethical) financial planning advice in relation to any financial concerns. We are able to liase with third parties (like Centrelink) on behalf of clients and aim manage investments portfolios (though our own internal Investment Research Team) to reduce investment stress for our clients, allowing our clients to focus on the more important things in life, like family, travel etc.
As a supporter of sustainable investment, the business can tailor a investment portfolio to cater for individual social/ethical and their social or ethical beliefs, as we a Certified Ethical through the Responsible Investment Association of Australia (RIAA).
Regular ongoing communications empower our clients through education to provide peace of mind outcome. We always include you in the decision making process
Our number one priority is act in a manner that is consistent with our clients best interest, whilst being socially responsible and community minded. We operate on a fee for service basis and always say no to commissions. For financial security I am a partner of the bigger, Pinnacle Wealth Management Group
Let us help provide you with a happy and lasting comfortable retirement . First meetings are always without cost.