“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.”
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
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
As Spring approaches, the days get warmer and we move to level 1 of lockdown, there seems no better time than now to “spring clean” our finances. Debra Slabber of Morningstar Investment Management South Africa wrote the article below providing easy steps to get...
There is an increasingly wide disconnect between the economic reality on the ground and the valuations reflected in some asset classes globally, begging the question – do fundamentals still matter? Rory Kutisker-Jacobson discusses the disparities, risks and...
August is Women’s month in South Africa Women’s day was marked by a public holiday on Monday the 10th of August. We celebrate the strength and resilience of women such as Lilian Ngoyi, Sophia Williams, Rahima Moosa, and Helen Joseph who led the famous March in 1956...