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...
by David Case | Nov 1, 2023 | Articles, Financial View
SHRINKFLATION South Africa’s largest Medical Aid Scheme – Discovery Health recently announced their increases for their different medical plans for next year. For the most part their premiums are going to increase by 9.9% however they indicated that plans in their...
by David Case | Oct 2, 2023 | Articles, Financial View
YOU PROBABLY HAVE MORE OFFSHORE EXPOSURE IN YOUR INVESTMENTS THAN YOU REALISE South Africans are famous for our resilience. We tend to produce our best efforts when the odds are stacked against us however at the moment, with all the bad news about the government, it...
by David Case | Sep 1, 2023 | Articles, Financial View
HEDGING AGAINST YOUR RISK The investment world, and specifically the stock market, is full of opportunities and it has been proven time and time again to be the one sure fire way of wealth generation. Many investors however limit their outcome by steering away from...
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