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:

Gold – Where To From Here

We are continually being asked these three questions: 1. What do you think are the reasons behind the rise in the price of gold? 2. What is your future outlook for gold? 3. Do you think gold is a good alternative investment? Here is our response written by Simon...

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Retirement Planning – Income And Growth Challenge

Individuals at or near retirement face the challenge of ensuring a sustainable standard of living by balancing the needs of today with those of the future thereby investing for both immediate income and long-term growth.1. Plan for higher inflation Given lower return...

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Cadiz – July Equity Market Commentary

Matt Brenzel, portfolio manager and strategist at Cadiz Asset Management had the following thoughts on QEs to-date. Click to read the relevant section from his July equity market commentary. Those in the know have placed sizeable odds on the 3rd quarter of 2012 being...

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