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

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LATEST NEWS:

GIVING BACK

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...

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Morningstar Market Overview – July 2018

Economic Summary The start of the third quarter showed a turnaround from the previous quarter, with renewed global risk appetite supporting the local bond market and currency. President Ramaphosa’s investment campaign also received a big boost following the...

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