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.

Southwood Financial Planning is an authorised Financial Service Provider. FSP No. 13566

LATEST NEWS:

New laws on income tax for South African expats

We have had many questions from concerned clients around the new laws on income tax for South African expats.  We take a closer look below. The new law states: “There shall be exempt from normal tax any form of remuneration to the extent to which that remuneration...

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INVESTING OFFSHORE – WHAT HAPPENS WHEN YOU DIE?

Investing offshore adds a wrinkle of complexity to the disposal of your assets when you die. Foreign and local authorities may need to get involved to allow your chosen executor to fulfill your wishes. The first step for your executor is to validate your Will through...

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How to Be a Role Model for Girls

How to Be a Role Model for Girls Together we can encourage the next generation of female leaders. Girls often look to the women in their lives for cues about how to think and act. When we speak confidently, take risks, and own our accomplishments, we set positive...

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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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FAIS COMPLIANT

The seal provides consumers with a quick way to check if they are dealing with an IFA who conforms to regulatory requirements and, in this way, provides a level of assurance.

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