Adam Ordelman

ABOUT

 

At Sustained Advice we don’t tell our clients what to do? We work with them to gain control of their investments to ensure their investment strategies reflect their personal values and beliefs. For some clients the need to invest ethically is a significant priority. We believe our role, as your financial consultant, should be to guide you, whilst complementing these beliefs.

 

Sustained Advice specialises in the design and management of cost-effective direct share portfolios. We have a significant emphasis on personal service. All clients have a unique portfolio 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 are a fee for service business offering fixed dollar fee packages, based around the ongoing service you expect to receive from us, which provides our clients with greater control and fee transparency.

CONTACT INFO

 

Contact: Adam Ordelman

Email: aordelman@pinnaclewm.com.au

Phone:  08 8312 0000

Website: www.sustainedadvice.com.au

Address: Level 1, 309 Angas Street, Adelaide  SA  5000