“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 LIFE PLANNING
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
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:
Bubble Territory or not? Everything has changed – should my investments change too?
It is hard to imagine that only a year ago, markets hit rock bottom and investors were worried about how the rest of 2020 would pan out. Across the globe, investors were faced with questions such as - will valuations decline even further? How and when will markets...
Does Your Portfolio Need Bitcoin?
Bitcoin investors have been on a wild ride lately. After dropping about 74% in 2018, the digital currency nearly doubled in price in 2019, and then nearly quadrupled during 2020. This article, originally distributed by Morningstar Inc in the United States, gives...
Changes regarding access to retirement fund withdrawal benefits on emigration from 1 March 2021
Changes regarding access to retirement fund withdrawal benefits on emigration from 1 March 2021 The Taxation Laws Amendment Act 23 of 2020 (TLAA 2020) was promulgated on 20 January 2021 and introduced changes regarding access to retirement fund withdrawal benefits for...
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
