“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.”
We provide our clients with holistic, personalised, objective financial life planning by placing their interests above our own and continually striving to exceed their expectations
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
South African news sites have been flooded and we have had numerous enquiries following the Circular released by the South African Reserve Bank (SARB) which indicates that all locally listed Exchange Traded Funds (ETF’s) that mainly invest into offshore investment...
Local Market Commentary September 2020 Markets continued to climb higher in the third quarter, despite concerns around a resurgence in Covid-19 infections and continued setbacks in the search for a vaccine. Global central banks and governments continue to be...
The 26th to 30th of October marks National Wills Week in South Africa. Wills Week is an annual nationwide initiative that invites people to have basic wills drafted free of charge at any of a number of participating firms across South Africa. You can visit the Law...