Start cultivating healthy financial habits as early as possible
Start cultivating healthy financial habits as early as possible The habit of saving is as important as the actual amount… By Victoria Reuvers, Managing Director, Morningstar Investment Management South Africa South Africa commemorates Youth Day on 16 June 2023. With...
Market Commentary for May 2023
Market and Economic Summary In May, global markets experienced a more subdued performance, with the majority of global equity markets ending lower. A major exception was the US equity market, driven higher by the tech sector, which saw significant gains during the...
Don’t be lazy with your cash
Don't be lazy with your cash By Michael Kruger, CFA® Senior Investment Analyst, Morningstar Investment Management South Africa A record amount of R1.6 trillion is currently held in South African bank accounts as retail savings deposits. This is a staggering amount of...
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
