“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 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
The following article underlines the importance of understanding what you are committing to when choosing between a living annuity and a guaranteed life annuity. With almost all financial markets currently exhibiting signs of exuberance it may be prudent right now to...read more
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...read more
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...read more
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...read more