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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