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 COMMENTARY – May 2017

Global markets continued along their positive trend in May, despite continued political noise, slowing economic data and cooling commodity prices. Emerging market equities were again at the top of the performance pile, as asset flows into these markets reached their highest level since August 2016. In developed markets, the main event was the French election, […]

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Don’t let fear influence your investment decisions

By Alan Atkinson a Retail Business Analyst at Prudential As human beings we often allow our emotions to influence our decisions; why purchase the second-hand family car when you could be driving the latest piece of German engineering? While emotional decision-making isn’t necessarily always a bad thing, it can be highly detrimental when it comes […]

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MARKET COMMENTARY – April 2017

Markets continued their positive run in April; despite investors growing more wary of the global reflationary theme that has promoted gains since the Trump election in November last year. Emerging markets equities were once again out in front, delivering higher returns than their developed peers for the month. Positive sentiment fuelled by expectations of earnings […]

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Cash is not King!

As advisor’s, one of our most important jobs is preventing clients from making rash decisions based on sensational media headlines. Our focus on long-term asset allocation and therefore remaining invested is supported in this Moneyweb article. ‘Cash is not king’ Even if inflation spikes during a downgrade spiral, growth assets remain important – MacroSolutions. Ingé […]

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