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:

Morningstar Quarterly Summary

Morningstar Quarterly Summary

The first six months of 2020 can only be described as a tale of two halves. Following the record falls in global equity markets across the globe in the first quarter amidst concerns around the economic impact of the spread of the Covid-19 pandemic, the second quarter...

Should I file a tax return for the 2020 tax year?

Should I file a tax return for the 2020 tax year?

In response to COVID-19, the South African Revenue Service (SARS) has tried to simplify the tax filing process for individual taxpayers and remove the need to visit branches. SARS has introduced a four-phased approach to filing season this year:  1. Phase one:...

NO NEED TO FEAR NATIONALISATION

NO NEED TO FEAR NATIONALISATION

''In order to "collapse" the most diversified and influential economy on the African continent, one would obviously have to resort to some form of anarchy.'' When a fairly senior office-bearer of the ruling political party in South Africa advocates the "collapse" of...

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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