Sailing through a sea of uncertainty


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

Personal Financial Planning

Building Long Term Relationships

Personalised service from a team of dedicated, skilled and experienced planners.


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.”


Our six step process towards achieving your financial and lifestyle goals


Our comprehensive financial services offering for individuals


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


The professional association for financial planners in South Africa


Internationally recognised fund manager research capability


Compliance and risk management for independent financial planners



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...

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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...

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Budget 2018: National Treasury increases offshore investment

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...

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Budget Speech 2018/19 Tax Year

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...

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