Market Commentary for April 2023
Market and Economic Summary Despite facing various market-moving events such as a potential fallout from the recent banking stress, earnings releases, stubbornly high inflation, and weak economic data, most global markets moved higher in April. Divergent views...
World Book Day 2023
World Book Day 2023 “Every night my son and I read a book before bed – it is one of the highlights of our day and a time to reconnect and relax with no interruptions.” (Megan Marais – Southwood Financial Planning) “I love reading to Madison and hearing her perspective...
Short-term uncertainty versus long-term certainty
Short-term uncertainty versus long-term certainty | The danger of letting short-term market moves drive your decisions By Roné Swanepoel, Business Development Manager, Morningstar Investment Management South Africa “If I ask you what’s the risk in investing, you would...
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
