Market Commentary for September 2022
Market and Economic summary Global markets continued their downward trend and ended the month significantly lower, capping off a volatile and particularly weak quarter. Global markets continued to face multiple headwinds in September; including elevated inflation...
Market volatility and how to train your brain
Sit tight and don’t be tempted by your biases. Market volatility and how to train your brain By Roné Swanepoel, Business Development Manager, Morningstar Investment Management South Africa The pilot’s famous answer, when asked about his job, is, “Hours of boredom...
Introducing Tarryn Kahn
Please join us in welcoming Tarryn Kahn to the Southwood family. Tarryn is primarily responsible for our front office administration and will provide fundamental support in all other areas. Tarryn previously worked in a busy radiology department, caring for patients...
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
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Our six step process towards achieving your financial and lifestyle goals
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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
MASTHEAD
Compliance and risk management for independent financial planners
