Are you a financial advisor looking for a succession plan. Contact one of our Wealth Specialists www.warwickwealth.com
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!
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.
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.
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 firstname.lastname@example.org
You can also visit our website www.cadiz.co.za
Cadiz, investing for the future.
Considering retirement. Contact one of our Wealth Specialists on 0800 50 50 50 or www.warwickwealth.com
No matter your age or stage of your life, always ensure that your Will is fully-updated and reflects your assets and wishes. As the Fiduciary Specialists, Appleton would be delighted to assist you in drafting your Will at no charge, or updating your Will to ensure complete peace of mind.
Cadiz, investing for the future
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The take-on, management and winding up of an estate is often complex and multifaceted. As the Fiduciary Specialists, Appleton has a wealth of expertise to manage deceased estates no matter how complex. We invite you to put us to the test.