Morningstar Market Commentary for November 2024
Market and Economic Summary Global markets experienced significant volatility in November 2024, largely driven by Donald Trump's reelection as US President. The victory triggered a notable divergence between US and international markets, with US equities rallying...
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...
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
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“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.”
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As independent financial advisors and planners, we provide objective advice by looking across various product providers to find the most appropriate solution for you.
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Southwood Financial Planning is an authorised Financial Service Provider. FSP No. 13566
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