Financial Planning Basics: Where to Start

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Getting your finances in order starts with a clear, practical plan tailored to your unique situation. In South Africa’s ever-changing economic landscape, understanding the basics of financial planning is essential for securing your financial future. Understanding Your Financial Situation and Setting Goals The first step in financial planning is to take a close, honest look … Read more

Unit Trust vs ETF: Which Investment is Better?

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In South Africa, investors seeking exposure to diversified portfolios often face the choice between Unit Trusts and Exchange Traded Funds (ETFs). Both investment vehicles offer access to multiple assets but differ significantly in structure, cost, liquidity, and management style. This article explores the key differences, advantages, and disadvantages of Unit Trusts versus ETFs, providing South … Read more