Media Releases
Financial planning practices can excel in the new era of advice
Generally speaking, boutique financial planning practice can excel and prosper in the new era of advice, however the rules have changed and standing still or stying small is no longer
Cardena announces appointment of Ray Djani as Managing Director
Cardena Private Wealth* (Cardena) Directors Iain Reid and Jonathan Kilborn have announced that Ray Djani has been appointed the boutique wealth management and advisory firm’s Managing Director. Tuesday February 12,
Cardena announces partner appointment of Tom McDonald
Cardena Private Wealth* (Cardena) Managing Director Ray Djani has announced the appointment of Tom McDonald as a partner of the boutique wealth management and advisory firm. In addition, Tom celebrates
In divorce or separation… the financial adviser should be the 2nd call made says Cardena’s Iain Reid
Regrettably, for all their best intentions, a great number of marriages and relationships end in divorce or separation and the ramifications on personal finances are often immense said Cardena Private
Cardena Private Wealth expands client service portfolio with finance broker facility
Cardena Private Wealth (Cardena) Director Jonathan Kilborn has announced an alliance with Thyme Financial Group (Thyme) to provide the boutique wealth management and advisory firm’s clients access to leading loan and
Cardena Private Wealth expands client service with launch of new integrated insurance offering
Boutique wealth management and advisory firm Cardena Private Wealth* (Cardena) Director Jonathan Kilborn has announced the expansion of the organisation’s client offering with the addition of life insurance protection to