Breaking SA tax residency – navigating the two-pot maze

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...

Morningstar Market Commentary for September 2024

Morningstar Market Commentary for September 2024

Market and Economic Summary Global markets delivered strong returns in September, buoyed by a larger-than-expected interest rate cut by the US Federal Reserve and Chinese authorities' policy support. This led to a strong risk-on sentiment towards most asset classes...

National Wills Week

National Wills Week

Law Society of South Africa’s National Wills Week 2024 What is Wills Week? Wills week was introduced by the Law Society of South Africa to bring awareness to the importance of having a valid Will. Many South Africans are unaware of the importance of having a Will,...

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

Save

FAIS COMPLIANT - 2024

The seal provides consumers with a quick way to check if they are dealing with an IFA who conforms to regulatory requirements and, in this way, provides a level of assurance.

Save