Why Now Is the Time to Get Your Will in Order
Why Now Is the Time to Get Your Will in Order National Wills Week 2025 Why Many South Africans Still Avoid Writing a Will It’s a sobering fact that most South Africans pass away without a valid will in place. Studies show that fewer than a third of people take this...
Over Coffee Market & Economic Commentary | August 2025
Inflation. Inflation rose to 3.5% in July, the highest in months. Employment. South African unemployment climbed to 33.2% in 2Q25, the highest since 2Q24. Bonds. South African 10-year bond yields fell to 9.6%, a seven-month low.
Financial Myths Women Should Ditch
Financial Myths Women Should Ditch Written by: Praleena Mudley Associate Portfolio Specialist For too long, outdated beliefs about women and money have held many back from reaching their full financial potential. These are myths that have either been passed down...
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
FINANCIAL PLANNING INSTITUTE
The professional association for financial planners in South Africa
MORNINGSTAR
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