“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
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
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...
Opinion: Counting the economic cost of South Africa’s lockdown
There are two important questions when it comes to assessing the government’s COVID-19 lockdown strategy: How many COVID-19 fatalities can be avoided through the lockdown? And What is the economic, and therefore human, cost of the lockdown? Andrew Lapping, chief...
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
