“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.
Southwood Financial Planning is an authorised Financial Service Provider. FSP No. 13566
LATEST NEWS:
Coronavirus – Putting Market Declines Into Perspective
Key Takeaways Market drawdowns can be expected from time to time. Even drops of 10% or more aren’t that rare. We typically rebalance after large price movements to maintain the target asset allocations in our portfolios. The recent price moves have caused us to...
Make it happen!
As the second month of 2020 draws to a close many of us find ourselves slipping up on the goals we promised ourselves we would attain this year. Loose 5kg, complete a 15km run, learn a musical instrument…..the list is endless. It seems so easy to put pen to paper and...
2020 Budget speech update
by Faizil Jakoet Head of Retail Client Services - AllanGray During the much-anticipated Budget speech, the Minister of Finance announced tax relief for individual taxpayers, signalling that tax brackets will be adjusted and personal income tax rebates will increase....
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
