Author Archives: Ian Kilbride

Appleton

The Covid-19 pandemic has forced us to miss and appreciate the most important things in life, namely family. While we look forward to the return of some form of new-normal life, please take the time to consider how best to provide for the income and well-being of your family in the event of your passing. Not only does Appleton provide professional Will-drafting, we administer estates with the highest levels of care and efficiency. Our duty and responsibility are to you and your heirs, including your children and thus provide you with complete peace of mind. Please call Appleton – The Fiduciary Specialists – for a no fee consultation and Will drafting.

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Cadiz

Taking a risk to achieve a goal requires courage to face the fear of uncertainty. No matter the outcome, either way, we grow through the process and become more resilient and confident. Better yet, building those skills helps in taking more risks and improves the chances of achieving future goals.

All investments carry some degree of risk, but at Cadiz Asset Management, they only invest if there is an adequate margin of safety built into our own valuations. Thinking and acting like long-term business owners, in a market focused on the short-term.

Cadiz, investing for the future.

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Warwick

Let Warwick help you realize the true value of your business. Contact one of our Wealth Specialists today. 0800 50 50 50

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Appleton

You are a young professional family. You have paid off your Varsity fees, bought your first house, traded in your car for a people carrier now that you have a young family and life is good. You are beginning to do financial planning and investing in a retirement annuity. But the real key to peace of mind is a professionally drafted Will that takes into account your current circumstances and not only looks after your spouse, but also your children. Appleton specialise in drafting bespoke Wills, tailored to your exact needs and requirements. So, as an essential part of your wealth and estate planning, call Appleton – The Fiduciary Specialists – for a no-cost professional Will drafting service.

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Cadiz

Do you follow the markets? Track your investments daily?

All investments carry some degree of risk but at Cadiz Asset Management, they only invest if there is an adequate margin of safety built into our own valuations. Thinking and acting like long-term business owners, in a market focused on the short-term.

Cadiz, investing for the future.

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Warwick

Are you a financial advisor looking for a succession plan. Contact one of our Wealth Specialists www.warwickwealth.com

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Appleton

The Coronavirus pandemic has taken us all by surprise and with devastating impact. Our lives have been disrupted, our families have been dislocated and we have become distanced from our loved ones. This serves as an unwelcome reminder to us all to have our affairs in order and to ensure that our Will is brought right up to date and properly reflects our wishes. Please take this opportunity to contact Appleton – The Fiduciary Specialists – to assist you in any matter relating to your Will, or estate. WE ARE HERE FOR YOU!

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Cadiz

Cadiz Asset Management is a fund manager that invests money on behalf of its institutional and individual clients. Established in 1996, Cadiz has built its success by delivering investment performance while cultivating long-term relationships with its clients and servicing all of their needs.

Cadiz Asset Management invest in good quality businesses at the right price level, which also drastically reduces the potential for any permanent capital loss.

Cadiz Asset Management was acquired by Spirit Invest in 2018 and since that date the team has expanded and Spirit Invest has instituted a long-term investment and development programme.

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Appleton

You have worked hard your entire life and upon passing, want to protect your wealth, your surviving spouse and indeed the next generation. Please don’t leave it to too late to sit down with your spouse and your loved ones, work out what sort of legacy you wish to leave and call Appleton – The Fiduciary Specialists – to assist you in drafting a Will befitting of your life and legacy.

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Cadiz

The Cadiz investment application forms are available on their website, as well as their fund fact sheets. Visit www.cadiz.co.za to find out more or contact us on 0800 02 23 49.

Alternatively you can contact their Senior Business Development Manager (BDM) in your area to find out about Cadiz and our offerings.

Allen Slee covers Gauteng, KwaZulu Natal and the Free State areas; you can reach Allen directly on 083 657 3028 or allen.slee@cadiz.co.za

You can also visit our website www.cadiz.co.za

Cadiz, investing for the future.

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