Ten financial resolutions to kick start your year
Ten financial resolutions to kick start your year. Ninety One - Investing for a World of Change As we step into the new year, let’s seize the opportunity to reassess our financial strategies and set the stage for a prosperous future. Regardless of where you are in...
Morningstar Market Commentary for December 2024
Market and Economic Summary The year 2024 ended on a subdued note, with most equity markets posting negative returns in December. While the US Federal Reserve delivered a widely anticipated 0.25% rate cut, the hawkish tone of its accompanying statement unsettled...
The Roger Federer Mindset – Small Wins Can Add Up to Long-Term Success
The Roger Federer Mindset – Small Wins Can Add Up to Long-Term Success Razor-thin short-term advantages can compound into something extraordinary over time. Shelley Hartman, Sales Associate, Morningstar Investment Management South Africa Roger Federer’s recent...
New tools, old habits: Investing in the age of AI
Horacia Naidoo-McCarthy is joined by Simon Skinner, of Orbis’ Global Investment team
The Shift Behind the Noise
Hendrik du Toit | Ninety One Global Investment Conference
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
