“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 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
MARKET COMMENTARY Global markets delivered muted, yet positive returns for the month of June. Emerging market equities were again at the top of the performance pile on aggregate, outperforming their developed peers for the month. Positive sentiment fuelled by healthy...read more
Frequently asked questions regarding your 2017 annual tax submission The 2017 tax filing season starts on 1 July 2017 and is expected to close towards the end of November 2017. You may need to submit an income tax return to the South African Revenue Service (SARS) for...read more
By Alan Atkinson a Retail Business Analyst at Prudential As human beings we often allow our emotions to influence our decisions; why purchase the second-hand family car when you could be driving the latest piece of German engineering? While emotional decision-making...read more