“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:
NATIONAL WILLS WEEK 16 – 20 September 2019
The 16th to 20th of September marks National Wills Week in South Africa. Wills Week is an annual nationwide initiative that invites people to have basic wills drafted free of charge at any of a number of participating firms across South Africa. You can visit the Law...
Average unit trust category returns for the 12 months to end July 2019:
Average unit trust category returns for the 12 months to end July 2019: 1st Foreign equity at 9.2% 2nd SA Cash at 7.5%
Estate planning 101 everything you need to know before you die
Refilwe speaks to Lisa Hudson-Peacock | Certified Financial Planner at Southwood...
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
