Welcome to adulting: Here’s what to do with your first paycheck
Welcome to adulting: Here’s what to do with your first paycheck In celebration of Youth Day By: Debra Slabber, Director: Portfolio Specialist, Morningstar Investment Management South Africa In the spirit of Youth Day this June, I’d like to reflect on my younger days...
Over Coffee Market & Economic Summary | May
Inflation. South Africa’s defence held firm, with core inflation easing to 3% – the lowest since July 2021. Trade. The trade surplus took a knock, down to R14.1bn – it’s smallest in three months. Rates. The SARB made a tactical substitution, cutting the repo rate by...
Staying Steady when Markets Feel Uncertain
Staying Steady when Markets Feel Uncertain The stock market is providing its biggest test to investors in several years By: Roné Swanepoel Head of Sales Morningstar Investment Management South Africa Ken Griffin—founder of Citadel, a powerhouse in both active...
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
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The professional association for financial planners in South Africa
MORNINGSTAR
Internationally recognised fund manager research capability
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