Category : Business

Appleton Times – June 2020

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Appleton

We provide the highest levels of service, attention, professionalism and efficiency.

www.appleton.com

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Cadiz

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, investing for the future.

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Appleton

Professional Will Drafting

Wills are iterative and should be updated regularly and in accordance with your needs, to reflect changes in your circumstances, be they personal, familial, professional, financial, or simply a change in your chosen beneficiaries. We recommend an annual review of your Will and complete this service free of charge.

Please contact us on 0800 50 60 70

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Cadiz

A strategic game, Chess.

The primary objective of Chess is to capture your opponent’s King while keeping your own well-guarded. When your King is trapped and cannot avoid capture, your opponent calls “checkmate” and the game is complete.

Life is like a game of chess. Every move/decision you make can either bring you an advantage or a disadvantage. Even acting upon your wisest/planned decision can bring a negative outcome.

Just like all investments carry some degree of risk, but at Cadiz, we only invest if there is an adequate margin of safety built into our own valuations. We think and act like long-term business owners, in a market focussed on the short-term.

Cadiz, investing for the future.

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Warwick

Contact one our our Wealth Specialists today for expert advice on 0800 50 50 50

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Cadiz

COVID-19 has left most South Africans cautious about their local and international investments. All investments carry some degree of risk, but at Cadiz, we 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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Appleton

Deceased Estate Administration

The Administration of Estates Act prescribes the process and steps that must be followed when managing within a compulsory period in administering a deceased estate. Appleton provides a complete and seamless estate administration service. Irrespective of the complexity of the estate, Appleton manages all stages of the estate promptly, efficiently and ethically. The efficient management of a deceased estate to finality requires a host of skills, ranging from legislative and regulatory compliance, to financial accounting, taxation, property conveyancing, trusts (local and offshore), banking and asset management.

Please contact us on 0800 50 60 70 or www.appleton.com

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Cadiz

What does it mean to keep things in perspective?

“Keep things in perspective” means to look at the whole “picture”, seeing things in their proper relation/proportion to everything else.

Cadiz keep things in perspective; we have an experienced and focused investment team, allowing our knowledge and expertise to enrich the lives of our client’s by compounding their client’s wealth over time.

Cadiz, investing for the future.

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Warwick

Contact one of our Wealth Specialists today on 0800 50 50 50 or www.warwickwealth.com

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