Legal Matters

Our financial advisors work in partnership with an established network of associates including lawyers, accountants, tax specialists, short-term insurers and investment professionals. Through these key alliances, we are able to offer a range of services and expert advice in legal matters incorporating:

  • Business agreements
  • Trusts
  • Wills
  • The formation of close corporations and companies
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The advice provided by Southwood Financial Planning is holistic, covering all aspects of your financial planning 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 personalised service.