“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:
What is the POPI Act and why it matters
At Southwood Financial Planning, we take the protection of personal information very seriously and are aligning all our business practices to ensure strict compliance. In 2013, the Protection of Personal Information Act (POPI) was passed in South Africa. In essence,...
Slow and steady wins the race – it is okay to build wealth slowly
Slow and steady wins the race - is it okay to build wealth slowly At Morningstar, we study how people make financial decisions and the obstacles they face in making effective choices. Through our behavioural finance research, our goal is to better understand investors...
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...
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
