Sailing through a sea of uncertainty

 

We are here to help you navigate your financial affairs through life’s challenges.

Personal Financial Planning

Building Long Term Relationships

Personalised service from a team of dedicated, skilled and experienced planners.

THE TEAM

Peace of Mind

Established in 2001, Southwood Financial Planning has a proven track record of helping individuals and small businesses achieve their financial objectives.

Testimonials

“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.”

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

Welcome 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

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

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LATEST NEWS:

South African politics: Stalemate

The following commentary on the ANC leadership election has come from award winning, South African political analyst Nic Borain of BNP Paribas bank. We find his analysis of the election outcome to be insightful and a useful contribution to the debate on the political...

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Steinhoff Note

During the week commencing 4 December 2017, the share price of Steinhoff International Holdings NV came under intense pressure falling from a closing price on Friday 1 December of R55.60 to its closing price today, Friday 8th December of R6.00, a fall of just over...

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A Case for the Guaranteed Life Annuity

The following article underlines the importance of understanding what you are committing to when choosing between a living annuity and a guaranteed life annuity.  With almost all financial markets currently exhibiting signs of exuberance it may be prudent right now to...

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S&P and Moody’s credit rating announcement

Friday the 24th of November may well be a momentous day for South African financial markets, specifically the currency and government debt markets.  S&P and Moody’s credit ratings agencies will be announcing their latest credit rating assessment for South Africa’s...

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