Sustained Advice Wealth Architects exist to motivate and inspire our clients to not only meet, but exceed, their personal financial lifestyle goals. Our Vision is to deliver total (financial) peace of mind so our clients are free to focus on what's important to them, family, travel. The practice aims to deliver personalized support in ‘plain english’.
As a proud South Australian business, we work closely with our clients to assist them to gaining control of financial affairs to ensure the financial strategies are both goal focused and reflect their personal values and beliefs. For some clients the wish to invest ethically is a significant priority.
We believe our role, as your financial confidante, should be to guide and support you, whilst complementing these beliefs.
We aim to provide clarity in a very confusing world.
Adam is an adviser that always puts his clients first. He is a great educator and is very transparent about his business. Have recommended friends to Adam and they have also been very happy.
I have found Adam to be honest, well informed and readily available to answer any questions I have. Although I live in regional SA, distance has never been a barrier to our communication. The relationship between advisor and client must be based on trust and faith in the sincerity and integrity of both parties. I believe I have this relationship with Adam.
Perfectly happy with Adam, not only is he an excellent advisor but willingly assisted in organising pension information and support when organising a nursing home for my wife and fellow investor.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2000
- Years of experience 22
- Diploma of Financial Markets
- Associate Diploma of Accounting
Sustained Advice Wealth ArchitectsSuite 4, 76-78 Osmond Terrace
Norwood, SA 5067
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Fitzpatricks Private Wealth