Sailing through a sea of uncertainty

We are here to help you navigate your financial affairs through life’s challenges.

Peace of Mind

Established in 2001, Southwood Financial Planning has a proven track record of helping individuals and small businesses achieve their financial objectives.

 

“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.

FINANCIAL PLANNING PROCESS

Our six step process towards achieving your financial and lifestyle goals

PERSONAL FINANCIAL PLANNING

Our comprehensive financial services offering for individuals

BUSINESS FINANCIAL PLANNING

Robust financial solutions for businesses and business owners

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

FINANCIAL PLANNING INSTITUTE

The professional association for financial planners in South Africa

MORNINGSTAR

Internationally recognised fund manager research capability

MASTHEAD

Compliance and risk management for independent financial planners

Save

LATEST NEWS:

The Cost of Market Timing

Given the volatility experienced year-to-date compared with 2017, we continue to remind clients that market fluctuations are a necessary part of investing and that it is important to stick to your long-term investment plan. Market fluctuations are an expected and...

read more

How long does it take to finalise a deceased estate?

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

Cash – the riskiest asset of all

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

FAIS COMPLIANT