“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 an independent financial planning firm based in Cape Town, we give ongoing professional and personalised advice to help individuals and business owners achieve their financial goals.
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
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
Financial Planning / Amelia Morgenrood CAPE TOWN - Research shows that women lack confidence when it comes to investing their money, and they are mostly risk-averse. About one-third of affluent women say the stock market is “too risky” for them, according to a Wells...read more
Today I saw a smart young man in a brand new VW Golf. ‘I mine bitcoins for profit – let me show you how’ said the sticker on the side. Bitcoin is everywhere. There’s no escaping it: there are adverts on my mobile phone, on my computer, in magazines, and even flyers in...read more