"A work colleague at Qantas during 2008 introduced my wife Jill and myself to Jonathan Kilborn, a senior member of Arrive Wealth Management. As I was entering a phase of my working life that would eventually lead to retirement, a detailed, viable financial plan was essential.
Our previous experience with financial planners was less than rewarding, as most of the advice consisted of the provision of a range of options and then the final decision was left to us. No real guidance was provided.
Jonathan was a breath of fresh air in that he actually worked through a long term planning process, advised us on the best option, based on his expertise and experience, and then worked with us to implement that plan.
Retirement from full-time employment eventually arrived together with the considerable workload in organising the numerous investment activities involving superannuation, final payments etc. Again Jonathan and his small support team provided invaluable assistance in setting up the retirement investment facilities as well as the business structure that would allow me to continue contributing to the industry in which I spent all my working life.
Jonathan and his team are an essential part of our financial planning as we move to the future. Their approachable, friendly attitude, and a simple way of explaining complex financial arrangements are the keys to our successful business relationship.
I would not hesitate in recommending Jonathan to anyone seeking quality financial advice."
Geoff Sartori
Managing Director,
The Sartori Group Pty Ltd
Sydney NSW
