Commenting further, Jonathan Kilborn said “We help successful people make smart financial decisions and we view Cardena’s role as both a strategic partner and trusted provider of leading financial advisory services for our clients.

“To achieve this, Cardena has built a network of best-in-breed professionals and strategic partners to ensure its capability to offer market-leading technology and financial solutions to meet clients’ needs”.

“With so many lending choices, options and institutions on the market, the process of finding the best outcome can be overwhelming – hence our decision to establish the alliance and service offering with Thyme”.

Thyme and Cardena had a previous working arrangement with many synergies including the very important cultural fit that in turn provided the foundation for the formal strategic alliance outcome.

Headquartered in Sydney, Thyme Financial Group was established by co principals Nick Rainsford and Cheyne Ghoughassian and specialises in almost every aspect of lending including  home loans, finding the right loan for businesses including asset financing.

Between them, the two principals have over 45 years of experience encompassing retail, commercial, corporate, institutional and investment banking.

Jonathan Kilborn continued, “The major commercial banks are no longer the only option for finance these days.  Consumers in growing numbers are seeking more competitive products, pricing and alternatives when it comes to home loans, business finance, leases, etc to address their individual and commercial financing needs.

“Not only will the finance broker solution with Thyme provide Cardena clients with access to a broader variety of financial funding alternatives, it will also assist them to compare their existing finance / lending arrangements with the latest marketplace offerings”.

Responding on behalf of Thyme, Nick Rainsford and Cheyne Ghoughassian said the integrated broker service via the alliance with Thyme reflects Cardena’s commitment to creating real value for their clients.

“The finance and lending landscape is evolving rapidly and has become increasingly competitive – hence the need for the services of experienced finance broker practitioners to provide guidance, access and assistance to Cardena clients”.

Jonathan Kilborn concluded, “Cardena is steadfastly committed to keeping pace  with the rapidly changing needs of our clients and their families – in fact, it is an imperative!

“The finance broker facility with Thyme reflects this resolve that places our clients at the heart of what we do and reinforces our commitment to providing the highest standards of professional financial advice and exemplary service”.

The post Cardena Private Wealth expands client service portfolio with finance broker facility appeared first on AdviserVoice.

Joel Taylor

Boutique advisory firm Cardena Private Wealth, formerly trading as Arrive Wealth Management Sydney, has joined non-institutionally owned licensee Fortnum Financial Advisers, signalling an exciting new era in the practice’s growth and direction.

Prior to joining Fortnum, the team at Cardena Private Wealth had been authorised by AMP’s Hillross dealer group for 14 years.

Director of Cardena Private Wealth Jonathan Kilborn said the move to Fortnum positioned the business strongly to continue delivering quality professional advice and best-of-breed services to high net worth individuals and families.

“We considered all our options, including applying for our own AFSL, and conducted an extensive review of the market before deciding to partner with Fortnum,” he said.

“Fortnum’s core values, operating model and ownership structure align with our core values and requirements. We wanted a licensee that was not part of a financial institution and had a long proven track record of successfully running a dealer group and overseeing the provision of client centric financial advice.”

“Fortnum will support us to focus on growing the business while doing what we do best, which is look after our clients.”

Managing director of Fortnum Financial Advisers Joel Taylor said: “We are extremely pleased to have a high quality professional services firm like Cardena join Fortnum. We are very selective of the practices we take on and our advisers set a high bar in terms of professionalism. Cardena is a great fit.

“It is an exceptional business with a great team of people.”

Mr Taylor said Fortnum continued to experience strong momentum and was well positioned for future growth.

The post Former Hillross practice joins Fortnum appeared first on AdviserVoice.

The annual event, held this year at the National Gallery of Australia, recognises advisers and advisory firms across the country for their high levels of professionalism, wealth management expertise, customer service and business efficiency.

Adviser of the Year
Jonathan’s ability to look out for the client’s best interests and challenge the way things are done caught the judge’s attention. Professionalism and acting in an ethical framework are at the heart of every client decision for Jonathan who is a Senior Financial Adviser and Principal at Arrive Wealth Management in Sydney.

Hillross Managing Director, Hugh Humphrey said: “Jonathan’s depth of experience and qualifications combine to provide clients with ‘holistic’ financial advice. It is great to see how every year brings another level of advisor professionalism in financial services. The awards’ recognise the great work our advisers are providing.”

Jonathan is a Certified Financial Planner with the Financial Planning Association and a Chartered Accountant Financial Planning Specialist. In a challenging year for financial advisers, Jonathan’s approach has been instrumental to Arrive Wealth Management success with growth now at pre-GFC levels.

Firm of the Year
Arrive Wealth Management SEQ has maintained its exceptional levels of customer service and financial advice excellence winning the Hillross Firm of the Year award for the second year running.

“Arrive Wealth Management has set the bar high for customer service in financial services. Building strong relationships with clients and performing regular reviews keep clients coming back. Every aspect of its advice and how it has set up its business is the standard all financial organisations should benchmark against,” Mr Humphrey said.

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