“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
A more in-depth version of our usual asset class return “smartie box”. The Glacier review shows investment returns over various period to end October 2013 of asset classes, sectors and categories. Click Here to View the PDF of the Glacier...read more
Please see the email below from Nedgroup Investments dealing with Dividend Withholding Tax. Shedding light on some of the questions you may have. Dividend Withholding Tax: How does it affect me? Dividend Withholding Tax was introduced on 1 April 2012 and...read more
The importance of saving towards your retirement cannot be stressed enough. The question should not be, can I afford to put more towards my retirement, but rather, can I afford not to? Furthermore, just as important is having an advisor who can provide you...read more