Sailing through a sea of uncertainty

We are here to help you navigate your financial affairs through life’s challenges

Peace of Mind

Established in 2001, Southwood Financial Planning has a proven track record of helping individuals and small businesses achieve their financial objectives.

“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.”

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

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

LATEST NEWS:

Lockdown Reflections  3

Lockdown Reflections 3

This weeks comment is from Angela Sale, CERTIFIED FINANCIAL PLANNER® at Southwood Financial Planning. When we entered the lockdown period in March, 21 days felt doable and we were thrilled when our daughters decided to move back home for the duration (a decision based...

Lockdown reflections 2

Lockdown reflections 2

This is the second of regular commentary by members of the Southwood Financial Planning team. This weeks comment is from Megan Crafford, CERTIFIED FINANCIAL PLANNER® at Southwood Financial Planning It is officially week 9 of lockdown.  For many of us though, we have...

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 - 2019

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