The advice provided by Southwood Financial Planning is holistic, covering all aspects of your financial portfolio. We believe that sound financial planning is about efficiently managing risk, savings and investments, wealth creation as well as estate planning.

Southwood Financial Planning is an independent firm that is geared to providing objective and well-researched, fee-based advice to individuals, families and small businesses. We believe that by understanding our clients’ needs, ambitions, aspirations and fears, we are able to provide a unique and totally personalised service.

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Where necessary, our financial advisors work in partnership with an established network of associates including accountants, lawyers, short-term insurers and investment professionals.

Through these key alliances, we are able to offer a range of services and expert advice in the following areas:

The Financial Planning Process

Personal financial planning
Business financial planning
Legal matters

Southwood’s financial advisors offer a customised service to all their clients through focused and thorough planning around specific goals. We use sophisticated financial planning and modelling tools to ensure solutions are carefully evaluated, both in terms of benefits and risks.

Through ongoing monitoring, we work in partnership with our clients to maximise performance and really understand our clients’ needs on a continual basis. At Southwood, we believe this attention to detail is what sets us apart in looking after your financial wellbeing.