“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
If you haven't made your will yet, get it done now. Why is that so important and how should you go about it? To answer that let's debunk a few of the more pervasive myths and misconceptions around those questions - 1. "I'm too young to need a will" Of course the older...read more
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...read more
Congratulations to Simon Hudson-Peacock whose article, “Paint risk based masterpieces”, was published in the August 2017 edition of the Financial & Advisory News. A new client walks into my office. I can see that she is nervous. She has received a windfall and...read more
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....read more