“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:
OLD MUTUAL SUPERFUND – MEMBER INVESTMENT UPDATE
SUSTAINABILITY OF INVESTMENTS You may have heard people talking about sustainable or socially responsible investing. This is investing which considers both the financial aspects – will the investment achieve an acceptable investment return in relation to inflation? As...
Hope, Mood(y’s) and destiny by Roeloff Horne | Nov 6, 2019
We attended a global investment conference in Cape Town last week and experienced varied views on global risk assets by the asset managers presenting. One can easily be influenced by some of the negative global challenges: unprecedented Central Bank balance sheet...
Save now or retire never
Life happens, but if you have a flexible plan, with some non-negotiables, you’ll be able to meet your investment dreams. - By Stephen Katzenellenbogen - NFB Private Wealth Management Moneyweb link I have, for quite a while, thought about the importance of this...
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
