by David Case | Sep 2, 2024 | Articles, Financial View
WHY INVESTING IS THE MOST IMPORTANT STEP IN SAVING In the previous Financial View, we looked at the important financial concepts to grow your wealth. They can generally be summarised as understanding why and how you plan to grow your wealth. Generally, the most...
by David Case | Aug 1, 2024 | Articles, Financial View
THE FIRST STEP IN WEALTH CREATION I grew up in a household that didn’t have a lot of conversations about finances. It was a typical household in that my father was the main bread winner, and my mother would do all the shopping. They must have spoken between...
by David Case | Jul 1, 2024 | Articles, Financial View
YOU AND THE TWO-POT SYSTEM Last year we wrote about the forthcoming Two-Pot retirement system which was said to revolutionise South Africa’s retirement savings industry. At that stage we felt that it was a great idea but there was a lot of uncertainty about how it...
by David Case | Jun 3, 2024 | Articles, Financial View
WHY ECONOMIC POLICY MATTERS The weakening of the Rand and the decline in the stock market as the 2024 General Election results started filtering through, shows just how aware the market is of the future direction of the economic policies within South Africa. The two...
by David Case | May 2, 2024 | Articles, Financial View
INVESTING – SURVIVAL OF THE (MENTALLY) STRONGEST I recently finished reading the book “The Black Swan” by Nassim Taleb where he relates how we should be considering risk and why the average human doesn’t spot the highly improbable events prior to them happening. It is...
by David Case | Apr 2, 2024 | Articles, Financial View
WEALTH – THE GREASE FOR THE WHEELS OF THE ECONOMY As South Africans we often shake our heads at the intention and implementation of our country’s economic policies. A mixture between socialist and communist policies often makes us feel that the government is trying to...
by David Case | Mar 1, 2024 | Articles, Financial View
REFLECTIONS ON THE 2024 NATIONAL BUDGET REVIEW This year’s presentation of the National Budget was always going to be a tough one for South Africa’s Finance Minister, Enoch Godongwana. Declining tax revenues, increased spending and very weak economic growth all...
by David Case | Feb 1, 2024 | Articles, Financial View
TAX SEASON FEB 2024 – MAXIMISING YOUR TAX BENEFITS Every year when writing our January Financial View we focus on the same topic – tax allowances. Whilst it may appear that we are repeating the same point, there is a good reason for this. The South African tax...
by David Case | Jan 2, 2024 | Articles, Financial View
INVESTING IN UNCERTAIN TIMES As we enter a year of general elections (across the globe, but most importantly within South Africa) we expect to see the level of uncertainty increase. Politicians can often be considered a different animal at these times, with their...
by David Case | Dec 1, 2023 | Articles, Financial View
RETIREMENT SAVINGS AND THE TWO-POT SYSTEM Sometimes things change very quickly. South Africa has often dragged its feet when it comes to retirement reform and the whole issue over the two-pot system also seemed to be going along that same route. We had been preparing...
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