Approved-Practice-Logo-webWelcome to Southwood Financial Planning. As an independent financial planning firm based in Cape Town, we give ongoing professional and personalised advice to help individuals and business owners achieve their financial goals.

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

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LATEST NEWS…

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Cash is not King!

As advisor’s, one of our most important jobs is preventing clients from making rash decisions based on sensational media headlines. Our focus on long-term asset allocation and therefore remaining invested is supported in this Moneyweb article. ‘Cash is not king’ Even if inflation spikes during a downgrade spiral, growth assets remain important – MacroSolutions. Ingé […]

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MARKET COMMENTARY – March 2017

MARKET COMMENTARY The month of March ended on a somewhat disheartening note, with South Africans waking up to the shocking news of yet another cabinet reshuffle which resulted in the unceremonious sacking of the finance minister and his deputy after market close on the 30th March. This abruptly ended the growing optimism South Africa has […]

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cabinet-reshuffle-affect-economy

South Africa is at a Political Crossroad

From Nedgroup Investments and Allan Gray on the “State of the Nation”. Cabinet reshuffle: immediate effects Global events in the last year have, to a large extent, prepared capital markets for volatility, particularly following surprises like the UK vote in support of Brexit, Donald Trump winning the US presidential race and Marine Le Pen gaining […]

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Update on market and economic developments – February 2017

Local Markets: In local currency, SA Bonds 0.7%, SA Equities -3.1%, Listed Property -0.4% and cash returned 0.6%. Sector returns: Industrials -1.6%, Resources -9.9% and Financials 0.2%. Exchange Rates: The Rand appreciated against the US Dollar by 2.6%, the Euro by 4.8% and the Pound by 4.3% in February. Offshore Markets: Nikkei -0.7%, FTSE100 0.6%, […]

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