“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:
“The State of the South African Economy – where to from here” by Morningstar Investment Management South Africa. We hope you found the presentation and content valuable.
INSIGHT | Don’t let financial jargon throw you off your game Market downturns leave many investors hopeless for various reasons. While it is impossible to control what happens in markets, you can make sense of these events by gaining a better understanding of relevant...
On the 16th of June 2020, we celebrated Youth Day in South Africa.
On the 16th of June 2020, we celebrated Youth Day in South Africa. Why do we celebrate youth day? June is dedicated to the youth of 1976 who stood up against the Apartheid government and laid down their lives fighting for freedom and the right to equal education. This...
Lockdown Reflections 4
This week’s comment is from Bernadette Rollinson, Client Services Administrator at Southwood Financial Planning. As I put fingers to the keyboard, we are now on day 70 something of the “corona lockdown” and I have to say, as a person who is normally smiling and...
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
