Five lessons for investing in uncertain times
Five lessons for investing in uncertain times By Tim Acker and Morgan Housel With 2024 being an election year for almost half the world’s population, including South Africa, the US and the UK, many investors are worried about what the future holds and how it will...
Morningstar Market Commentary for April 2024
Market and Economic Summary Global equity markets produced mixed returns this month, with developed markets lagging emerging markets. Developed markets halted a 5-month run of strong returns, as most developed market equities sold off during April. Sticky inflation, a...
The Hidden Health Hazard of Financial Stress
‘’Highlighting World Health Day 07 April 2024, never before has the need for independent financial advice been a necessity to your overall health and wellness. The article The Hidden Health Hazard of Financial Stress by Sanlam details the reasons why you should...
From Johannesburg to Japan: How to resist the magnetism of the magnificent seven |
Tamryn Lamb, Tim Acker and Graeme Forster
How to think about investing in an energy-short and volatile world |
Tamryn Lamb, Duncan Artus and Alec Cutler
FINANCIAL LIFE PLANNING
We provide our clients with holistic, personalised, objective financial life planning 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
“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.
Southwood Financial Planning is an authorised Financial Service Provider. FSP No. 13566
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
