“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:
Coronavirus: An Investment Perspective
Morningstar Investment Management Insights The Impact of Coronavirus for Investors Public health outbreaks and epidemics like the recent coronavirus can quickly scare investors and, eventually, affect economies and businesses. The recent coronavirus outbreak has shut...
Getting back from the Taxman
The end of the 2020 tax year is fast approaching with many of our clients looking to maximise the benefits afforded to them by the tax man. This can be done by “topping-up” your retirement annuity and tax-free savings account. Retirement Annuities Currently all...
Discovering a way through the maze of points and miles
From points to miles…a hot topic at the moment for Discovery members. Charlene Steenkamp discusses the changes and breaks down the differences between the two. Members of Discovery's Vitality rewards programme no longer earn Vitality reward points but are now getting...
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
