National Wills Week 2023
Wills Week 2023 Wills week was introduced by the Law Society of South Africa in 2008 to bring awareness to the importance of having a Will. This is an opportunity to grant all South Africans free Will drafting. Please see the list of participating law firms for 2023:...
Morning Star Market Commentary for August 2023
Market and Economic Summary This month, global market sentiment turned negative, as most asset classes ended in the red. Resilient economic data, and concerns of further upside risks to inflation led to expectations that central banks would maintain higher interest...
Keep it Simple
Keep it Simple. 99% of long-term investing is doing nothing... By Roné Swanepoel, Business Development Manager, Morningstar Investment Management South Africa "It's not whether you're right or wrong that's important, but how much money you make when you're right and...
Tax-free investing after 50 – Why it’s not too late
Seugnet de Villiers and Trevor Garvin
Investing and spending: Two sides of the same coin
Rob Johnson, Head of Investments, Nic Andrew, Managing Executive | Nedbank
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
