How to set SMART money resolutions
How to set SMART money resolutions By Nomi Bodlani, Head of Direct Clients for Allan Gray Many South Africans make money resolutions at the start of the year. But come mid-year, when the optimism of the new year has faded, seeing through these goals may become tough,...
Morningstar Market Commentary February 2024
Market and Economic Summary Global equity markets produced strong returns this month as most markets ended the month in positive territory. February marks the 4th consecutive month of positive performance from the US equity market, as expectations that the US Federal...
Webinar- *Special Edition* | Election 2024: Cutting through the noise
Join us as Melanie Verwoerd helps us to cut through the noise of South Africa’s current political landscape. With elections imminent, headlines are rife with projections, possible scenarios, and different versions of what the future may hold for the country. Although...
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
“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.”
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
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