Sailing through a sea of uncertainty

We are here to help you navigate your financial affairs through life’s challenges.

Peace of Mind

Established in 2001, Southwood Financial Planning has a proven track record of helping individuals and small businesses achieve their financial objectives.

 

“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 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:

Feb Donations And Distributions

2013 is well under way and February is already upon us. February is an important month for Trustees and those who have used a Trust in their Estate Planning. This is because February is the month to consider donations and distributions; donations to the Trust and...

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Retirement exit strategy for the business owner

Many business owners believe that their business will sufficiently fund their retirement. However, on taking a closer look at this type of “retirement funding” one will notice that there are many factors to consider: When would the business owner like to retire? Who...

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Financial Planning Terminology

To help decipher those business pages, see definitions below: Bonds A bond is an interest-bearing debt instrument, traditionally issued by governments as part of their budget funding sources, and now also issued by local authorities (municipalities), parastatals...

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Residence Based Tax T2013

Residence-based Tax: Question & Answer Series Question: Adam Cooper, a professional rugby player, needs advice on whether the salary he earns while playing rugby outside South Africa will be exempt for income tax purposes. Adam's question is as follows: “I need your...

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