Over Coffee Market & Economic Summary | June

Over Coffee Market & Economic Summary | June

Dot. The SA economy grows at just 0.1% QoQ — surviving but not scoring. Bowled. US Dollar Index drops 10.8% YTD — its worst f irst half since 1973. Four SA food inflation rises 4.4% year on year — highest since March 2024.  

Mistakes Made. Lessons Learnt.

Mistakes Made. Lessons Learnt.

Mistakes Made. Lessons Learnt. By: Paul Hutchinson, Sales Manager, Ninety OneI have worked in the financial services industry for more than 30 years. During this time, I have made any number of investment mistakes, some more costly than others. In this article I will...

Welcome to adulting: Here’s what to do with your first paycheck 

Welcome to adulting: Here’s what to do with your first paycheck 

Welcome to adulting: Here’s what to do with your first paycheck  In celebration of Youth Day By: Debra Slabber, Director: Portfolio Specialist, Morningstar Investment Management South Africa In the spirit of Youth Day this June, I’d like to reflect on my younger days...

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

Save

FAIS COMPLIANT - 2024

The seal provides consumers with a quick way to check if they are dealing with an IFA who conforms to regulatory requirements and, in this way, provides a level of assurance.

Save