Maybe She’s Born with it…
The month of August is marked as Women's month as a tribute to the 20 000 women who marched to Union Buildings on the 9th of August 1956. While progress has been made, there are still so many gaps in today's society; one of them being financial knowledge. Maybe She's...
Current Market Volatility
Dear Southwood Clients For those of you who enjoy your sport, we hope you’ve been relishing the Olympics. Amid the headlines about our great athletic achievements, the current market volatility is also very much in the spotlight. To address this, we’d like to share...
Morningstar Market Commentary for July 2024
Market and Economic Summary Global equity markets delivered mixed performance in July, as investors grappled with rapidly changing forward looking interest rate expectations from key economies, a slowing global economy (particularly in the US) and a reacceleration of...
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
Internationally recognised fund manager research capability
MASTHEAD
Compliance and risk management for independent financial planners
