“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
