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:

How much do you need to retire?

By : Maya Fisher-French - June 15, 2017    See on-line article: Maya on money At a recent investor roadshow, Richard Carter, head of product development at Allan Gray, provided some figures to illustrate how much you should already have saved for retirement, based on...

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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....

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