“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
Retirement Annuities As the end of the current tax year approaches, it may be a good time to consider an additional ad hoc contribution to your Retirement Annuity so that you can make the most of the annual maximum tax deductible amount allowed by SARS. Perhaps you...read more
We live in eventful times. And, although we do not have a crystal ball to predict future outcomes, the good news is that our Southwood Model Portfolios are well structured leading into such a volatile and unpredictable future. With a diversified investment mix that is...read more
At Southwood Financial Planning we are continually making a conscious effort to reduce our carbon footprint and strive to support our local community. Many of you already know that we are proud sponsors of the Sparrow Society, whose mission is to “Change the world one...read more
Question: Anne (30) and Paul (35), married with 2 kids (2 and 5), recently purchased their first home. Anne and I recently purchased our first home together, a place where we envision our two young children will grow up. What startled us when we signed all of the...read more