Cardena provides financial advice to an ex-senior executive from a big 4 accounting firm who holds numerous prestigious board positions and has been a valued client since 2012.
As a result of these high-pressure positions our client had acquired considerable material wealth including sufficient assets to retire on but, with such limited time, was unable to dedicate himself to ensuring his SMSF investments were achieving their full potential.
This is when he decided to reach out to Cardena’s expert advisors.
We spent time understanding his current financial situation and his desired growth goals for the future. The team then custom-made a clear and intuitive quarterly financial roadmap that was able to track and report on his super balance in comparison to his desired growth goals.
Four years on and the partnership Cardena has with this client continues to prosper and thrive along with his financial investments.
"When my marriage of 17 years ended I was faced with the prospect of how I was going to survive financially. My husband had always managed the family finances and I was really in no state to pick up the reins and manage my share of the divorce settlement. I was introduced to Iain Reid and the team at Cardena which was just the tonic I needed. Iain took the time to help me cope with my situation first, and then liaised with the lawyers and accountants on my behalf. That was 7 years ago and Iain’s guidance and expert advice continues to provide me with security and peace of mind today and for my retirement days in the future."
"Like many professional people I am hopelessly time poor. As an orthopaedic surgeon, my family and patients come first, which means that when it comes to our finances I’d prefer to delegate this to someone we trust. We were initially sceptical of the value a financial adviser could add, but the team at Cardena Private Wealth has allayed our concerns completely. Our finances are now in much better shape with Iain and the team’s guidance, and we are taking proactive steps to ensure that the inevitable retirement days ahead will be as comfortable as possible."
"My wife and I have been clients of Cardena, and in particular Jonathan’s, for 20 years. During this time he and his team have demonstrated all the attributes I look for in a trusted advisor. Consistency, deep expertise and complete integrity. The team provides the best advice possible, guide our decision making process and then implement these strategies moving forward. Their use of proactive reporting means I also feel informed and in control of my financial future albeit in an uncertain world."
"My leadership role requires extensive and regular international travel and as a result I am not able to spare the time to research my financial investment options. I therefore sought out a company with a solid reputation in the market that could provide advice that I could trust. I have been with Cardena since 2003 and Jonathan and his team have never let me down. I can confidently say my financial position today is much stronger and healthier as a direct result of Cardena’s advice."
"We have been clients of Cardena since 2002 and have greatly valued the keen personal interest they take in us as people as well as clients. We have also greatly valued their consummate professionalism, integrity, efficiency and insight. They have supported us throughout our transition to retirement, and at every stage have tailored their recommendations to our unique needs. The result is a high-performing self-managed super fund with a spread of investments, guided by investment policies and practices into which we have had significant input and with which we feel particularly comfortable. Jonathan Kilborn, Iain Reid and all the members of their team are worthy of the highest commendation!"
Cardena Private Wealth Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Private Wealth.
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