Adam Ordelman established Sustained Advice Wealth Architects on 12 December 2012 following 20 year in senior management positions within the financial services industry. I originally purchased the business in 2009 during the middle of the ‘Global Financial Crisis’.
At Sustained Advice, we aim to deliver our client total peace of mind around their financial wellbeing. As a proud South Australian business, we closely work with our clients to gain control of financial affairs to ensure the financial strategies are goal focused and reflect our clients’ personal values and beliefs. For some clients the wish to invest ethically is a significant priority. We believe our role, as your financial confidant, should be to guide you, whilst complementing these beliefs. We aim to provide clarity in a very confusing world.
Sustained Advice also specialises in the design and management of cost-effective investment portfolios that prioritise positive screening (vs negative exclusion) of future sustainable environmental and social leaders.
Our key focus is the emphasis on highly personalised, ongoing service. All clients have a unique portfolios created specifically to reflect their own beliefs and circumstances. Some client prefer an ethical bias to their portfolio whilst others prefer a focus on quality blue-chip ASX listed companies.
We operate as a ‘fee for service’ business, meaning our services are based on fixed dollar amounts in line with the tailored service you expect to receive (and we agree to deliver). This provides our clients with greater fee control, accountability and better relationship transparency.
Contact: Adam Ordelman
Business Name: Sustained Advice
Phone: 08 8312 0000
Address: Level 1, 309 Angas Street, Adelaide SA 5000