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.

THE TEAM

Peace of Mind

Established in 2001, Southwood Financial Planning has a proven track record of helping individuals and small businesses achieve their financial objectives.

Testimonials

“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 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

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:

S&P and Moody’s credit rating announcement

Friday the 24th of November may well be a momentous day for South African financial markets, specifically the currency and government debt markets.  S&P and Moody’s credit ratings agencies will be announcing their latest credit rating assessment for South Africa’s...

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Times may be tough, but don’t cancel your life cover

Many South African households are feeling the pinch financially, and you may be tempted to cancel your life cover to free up some much-needed cash. But this could be a big mistake, with dire financial consequences for your loved ones. Hennie de Villiers, the deputy...

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You Can’t Handle the Truth! (Sorry, the Loss!)

by James Downie -  Head of Asset Consulting, MitonOptimal “Why we construct multi-asset, multi-outcome portfolios for clients, using uncorrelated asset classes and portfolios, to both reduce the probability of loss AND the size of the loss if markets should fall.” As...

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