Maximising your Bonus
Maximising Your Bonus Paul Hutchinson, Sales Manager, Ninety One There was a time when we were all certain of a year-end bonus, if only in the form of a 13th cheque. Admittedly, in some instances this was ‘self-funded’ by making a monthly contribution, but the result...
Morningstar Market Commentary for October 2024
Market and Economic Summary Global markets produced weak returns in October 2024 as global sentiment soured towards risk assets. Global equity markets initially started the month strongly with some reaching all-time highs. This upward momentum was short-lived, as...
Breaking SA tax residency – navigating the two-pot maze
Breaking SA tax residency – navigating the two-pot maze Janine Langenhoven: Senior Legal Council Ninety One Do you understand how you can access your retirement fund benefits when ceasing tax residency from South Africa? Here’s how the two-pot retirement system will...
Tax-free investing after 50 – Why it’s not too late
Seugnet de Villiers and Trevor Garvin
Investing and spending: Two sides of the same coin
Rob Johnson, Head of Investments, Nic Andrew, Managing Executive | Nedbank
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
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MASTHEAD
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