Is this SA’s darkest hour? Watch Jeremy Gardiner and more…
Is this SA's darkest hour? Watch Jeremy Gardiner and more... We thoroughly enjoyed the Taking Stock virtual roadshow hosted by Ninety One earlier this month. As always, Jeremy Gardiner (Director at Ninety One) delivered another fantastic presentation, this time...
10 Tips for women and their finances this Women’s Month
10 Tips for women and their finances this Women's Month By Victoria Reuvers, Managing Director, Morningstar Investment Management South Africa This month, we celebrate Women’s Day in South Africa as well as women increasingly taking charge of their financial futures....
Morningstar commentary for July 2023
Market and Economic Summary Global markets continued on an upward trend this month, driven by economic data that exceeded expectations. Market participants shifted from recessionary projections to a cautiously optimistic outlook, anticipating a "soft landing" for most...
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
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Our comprehensive financial services offering for individuals.
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“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.
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Southwood Financial Planning is an authorised Financial Service Provider. FSP No. 13566
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The professional association for financial planners in South Africa
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Internationally recognised fund manager research capability
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