“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 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
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...read more
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...read more
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...read more
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...read more