Adelaide based financial planners | Nordic Wealth

FINANCIAL PLANNER, ADELAIDE SOUTH AUSTRALIA

Nordic Wealth is an Adelaide based financial planning company who specialise in pre-retirement planning and income protection advice. We pride ourselves on delivering fantastic outcomes for our clients at a reasonable price. If we cannot add value to what you are trying to achieve, we will let you know and will not proceed to advice. We are upfront and transparent about fees as well as accountable to delivering the outcome we promise. Our area’s of advice include;

Superannuation (Consolidation, Investment choices, investment strategy)
Transition to retirement Strategies (Work less, or pay less tax or increase income)
Tax minimisation strategies
Salary Sacrifice Arrangements
Lifetime annuity and income stream recommendations
Centrelink Maximisation Strategies
Wealth Creation Strategies
Personal Risk Protection (Life Insurance, Income Protection etc.)

visit “our typical clients‘ to get an understanding of the type of people we excel in helping.

NORDIC WEALTH VALUES

TRANSPARENCY is at the centre of everything we do. We like to ensure that at all stages of our advice, our clients know what we are doing, why we are doing it, and how it benefits them as well as what the cost is. We ensure that we are on the same page about what will or will not be included and exactly what the costs are before we proceed to providing advice.

Taking the time to EDUCATE our clients about the WHY we are saying this or doing that and HOW it will benefit them is a large part of what we do. Some clients like us to go into great technical details of the strategies, but some prefer just to understand the reasoning and purpose and how it meets their goals and objectives. We believe that the more a client understands our strategy, and the benefits to them, the more likely they are to have peace of mind, and sleep at night. As well as more likely to share their experience with their friends and colleagues, and refer to us.

Members of Assoc. of Independently Owned Financial Professionals

We are members of the AIOFP (Association of Independently Owned Financial Professionals) which we are extremely Proud of. Coming from a large corporate institutional background (AMP & HILLROSS) our director Matt Pethick was growing tired of only being able to utilise certain platforms and products approved by the licensee, not necessarily what was best in class or best for the client. This was a major driver to found Nordic Wealth and being a part of the AIOFP. Our Licensee in not owned by a bank and has an open product list.

To understand the importance of being an AIOFP member, please visit AIOFP website