Approved-Practice-Logo-webWelcome 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

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LATEST NEWS…

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MARKET SUMMARY – June 2017

Global markets delivered muted, yet positive returns for the month of June. Emerging market equities were again at the top of the performance pile on aggregate, outperforming their developed peers for the month. Positive sentiment fuelled by healthy levels of global risk appetite continues to underpin investor confidence in emerging markets. In the developed world, […]

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What exactly is the deal with Foreign Employment Income?

From news articles circulating to queries from clients, the question on everyone’s lips is:  What exactly is the deal with Foreign Employment Income? The National Treasury has proposed removing the foreign employment income tax exemption for South African residents. The Draft Rates and Monetary Amounts and Amendment of Revenues Laws Bill, which is currently open […]

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MARKET SUMMARY as of 30 June 2017

MARKET COMMENTARY Global markets delivered muted, yet positive returns for the month of June. Emerging market equities were again at the top of the performance pile on aggregate, outperforming their developed peers for the month. Positive sentiment fuelled by healthy levels of global risk appetite continues to underpin investor confidence in emerging markets. In the […]

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