“We provide our clients with holistic, personalised, objective financial planning solutions by placing their interests above our own and continually striving to exceed their expectations.”
Welcome to Southwood Financial Planning.
As independent financial advisors and planners, we provide objective advice by looking across various product providers to find the most appropriate solution for you.
Southwood Financial Planning is one of only a handful of FPI Approved Professional Practices® in South Africa. This accreditation reinforces the fact that Southwood adheres to the highest standards of competency, professionalism and ethical conduct. It validates that the practice follows the six step financial planning process and that client centricity is placed at the heart of the business
When a loved one passes away, it’s a difficult and stressful time for those left behind, and administration of the deceased estate can add to the burden – particularly when clients are unaware of how long it may take to finalise the process. When clients don’t...read more
Clients often suffer from “inflation illusion”, not understanding how destructive inflation can be over time. This is why when we are illustrating potential retirement scenarios to clients, we always convert future value outcomes back to present values. This article...read more
In the latest Viewpoint from Paul Hutchinson of Investec he comments on the recent National Treasury announcement increasing limits for offshore investments by collective investment schemes, investment managers and long-term insurers from 35% to 40% and an increase...read more
Finance Minister Malusi Gigaba's maiden Budget Speech delivered on Wednesday, 21st February saw him make “difficult decisions” to address a revenue shortfall and to fund free higher education. Below is a note from tax expert Tony Davey on the highlights from the...read more