How do local equities stack up in the current environment?
How do local equities stack up in the current environment? By Sean Neethling, Portfolio Manager, Morningstar Investment Management South Africa To say that 2022 has been volatile would probably be somewhat of an understatement. South African equities can no longer be...
Market Commentary for October 2022
The performance of global markets provided some reprieve to investors in October, as developed equity markets recovered from their year-to-date lows recorded in September. Whilst global markets continue to face multiple headwinds, the consensus was that equity markets...
Breast Cancer Awareness Month
According to the National Breast Cancer Foundation, when breast cancer is detected early and hasn't spread to anywhere else in the body, the 5-year relative survival rate is 99 percent. [video width="700" height="350"...
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
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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
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









