Getting Back from the Taxman
Getting Back from the Taxman. Retirement Annuities & Tax Free Savings Accounts Should you wish to make a top-up to either your retirement annuity or tax-free savings account for the 2024 tax year, please contact us by the no later than Friday 16 February. The...
Morningstar Market Summary for December 2023
Market and Economic Summary Global markets finished the year with a robust December performance, fuelled by a dovish stance from central banks, signalling a potential halt to interest rate hikes and the prospect of rate cuts in 2024. The shift in central banks' tone...
Your year-end-to-do list
Your year-end-to-do list By Debra Slabber, Director: Portfolio Specialist, Morningstar South Africa The end of 2023 is fast approaching and with it, a sigh of relief. It was another volatile year where politics and economics continuously toyed with our emotions. There...
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
