Designing an Abundant Life: Investing in Your Joyspan
Designing an Abundant Life: Investing in Your Joyspan Celebrating 25 Years of Southwood Financial Planning This year marks a very special milestone for Southwood Financial Planning — 25 years of helping our clients navigate life's financial journeys with confidence....
Over Coffee Market & Economic Commentary | July 2026
SA INFLATION South Africa’s annual inflation rate accelerated to 5.0% in June 2026, its highest level since June 2024. | SA RATES The SARB left interest rates unchanged, surprising markets that had anticipated a rate hike.
Have We Become Too Comfortable?
The New Normal Isn’t Normal In today’s investment and financial planning landscape, information is abundant – insight scarce. Every day brings a new headline or prediction and so with it a reason to feel anxious or optimistic. At Southwood Financial Planning we...
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
