Morningstar Market Commentary for September 2023
Market and Economic Summary Negative market sentiment continued in September, resulting in the first negative quarter of 2023 for most asset classes. The majority of asset classes closed the month in negative territory, largely due to cautious comments from global...
1 In 27 SA Women Affected By Breast Cancer
1 In 27 SA Women Affected By Breast Cancer Credit: George Herald Article | Contributor Linda Christensen Breast cancer is the most prevalent cancer amongst women in South Africa affecting 1 in 27 women and 23% of all cancers diagnosed. This October, during Breast...
A bear in bull’s clothing? Paying the price for AI in US Tech
A bear in bull’s clothing? Paying the price for AI in US Tech By Sean Neethling, Head of Investments, Morningstar Investment Management South Africa Storytelling is a powerful way of engaging with people and connecting ideas. One of the most captivating stories in...
From Johannesburg to Japan: How to resist the magnetism of the magnificent seven |
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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
