Latest News | Congratulations Megan!
The Southwood Financial Planning team would like to wish Megan and Frederik a huge congratulations following their marriage on the 3rd of December. May you cherish many wonderful years of love, happiness and kindness.
Marketing Commentary for November
Market and Economic summary Global markets moved higher in November, as market participants anticipated a slowdown of the interest rate hiking cycle by the major central banks. The positive investor sentiment led to significant positive moves in most global equity...
Highlighting this month | Cart Horse
The Cart Horse Protection Association (CHPA), a non-profit Cape Town based animal welfare organisation, was started in 1995 to improve the welfare of the working cart horses on the Cape Flats. The Cart Horse Protection Association is established as a centre 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
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Our comprehensive financial services offering for individuals.
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“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
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The professional association for financial planners in South Africa
MORNINGSTAR
Internationally recognised fund manager research capability
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Compliance and risk management for independent financial planners
