Getting back from the Taxman
Getting Back from the Taxman. Retirement Annuities & Tax Free Savings Accounts Should you wish to make a top-up to either your retirement annuity or tax-free savings account for the 2023 tax year, please contact us by the no later than Friday, the 17th of...
Predictions for 2023
Prediction Consensus: What the Experts See Coming in 2023. Visual Capitalist analysed over 500 reports, articles, interviews and podcasts creating this big picture look of what the experts see coming in 2023.
Market Commentary for December 2022
Market and Economic Summary Global markets ended the month in negative territory in December, with both developed and developing equity markets experiencing declines. This comes after a difficult year for investors, who have faced challenges such as elevated...
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
