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:

Make it happen!

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

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

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FAIS COMPLIANT - 2019

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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