by David Case | Nov 2, 2026 | Articles, Financial View
Why a short measurement period can make a strong long-term investment look as though the world has fallen apart Investment Perspective At the end of August 2026, the FTSE/JSE All Share Index (“JSE Alsi”) had delivered a price return of 14.2% over the preceding...
by David Case | Oct 1, 2026 | Articles, Financial View
BUILDING YOUR FINANCIAL FUTURE IN YOUR TWENTIES By Alessandro de Stefano Starting your financial journey in your early twenties can feel a bit overwhelming. Between landing your first proper job, keeping up with living costs, and trying to figure out what the next...
by David Case | Sep 1, 2026 | Articles, Financial View
PLANNING FOR THE UNEXPECTED: FROM TWIN SURPRISES TO FINANCIAL RESILIENCE By Andrew Basson Life doesn’t always go according to plan. My wife Jamie and I had every intention of enjoying a few “honeymoon years” before starting a family. We spoke about...
by David Case | Aug 3, 2026 | Articles, Financial View
ONE FINAL ROUND ON ME By David Case Most South Africans have some form of funeral cover. For many families it serves a valuable purpose. When a loved one passes away, funeral cover can provide immediate liquidity at exactly the time it is needed most. Funeral...
by David Case | Jul 1, 2026 | Articles, Financial View
THE SILENT EROSION OF PURCHASING POWER AND YOUR WEALTH In a recent Magwitch staff meeting, we were discussing inflation and one of the team mentioned how ridiculously expensive cheese has become. Since then, I have found myself checking the price of a simple...
by David Case | Jun 1, 2026 | Articles, Financial View
A BENCHMARK HIDING IN PLAIN SIGHT In a world focused on market returns, an important benchmark is often closer than we think. Following the South African Reserve Bank’s recent rate hike, the prime overdraft rate now sits at 10.50%. For many households, that means...
by David Case | May 4, 2026 | Articles, Financial View
THE BUCKET STRATEGY: GIVING EVERY RAND A JOB One of the biggest challenges investors face when investing, is not choosing the correct investments, it is using the right money at the right time. Many financial mistakes happen not because people invest badly, but...
by David Case | Apr 1, 2026 | Articles, Financial View
WAR, OIL AND INFLATION Once again, global geopolitics has pushed oil prices higher. The escalating conflict involving Iran has raised fears about supply disruptions in one of the most critical energy regions in the world. Even when actual production is not immediately...
by David Case | Mar 2, 2026 | Articles, Financial View
READING BETWEEN THE LINES: A POSITIVE BUDGET, BUT ONE THAT DEMANDS CAUTION The 2026 National Budget positions itself as a turning point, and National Treasury certainly wants South Africans to feel that way. In its official presentation, Treasury frames the Budget as...
by David Case | Feb 2, 2026 | Articles, Financial View
TAX SEASON 2026 – MAXIMISING TAX BENEFITS Each February we highlight the same topic, and for good reason. South Africa’s tax year for individuals ends on 28 February, and several powerful tax allowances operate strictly on a “use it or lose it” basis. If you...
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