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:

Understanding Medical Tax Credits

This week we focus on understanding the new medical tax credit system that came into effect on the 1st of March 2012.The following document, explains what effect this will have on you and your family. The current medical scheme contribution deduction (limited to a...

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Divident Withholding Tax

Secondary Tax on Companies (STC) was replaced by the new tax on dividends (Dividend Withholding Tax or DWT) with effect from 1 April 2012. DWT will be levied at a rate of 15% and will in general apply on all dividends declared and paid by South African resident...

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Risk Planning

Secure Your Financial Future With Income Protection What is your GREATEST asset? Most people think it’s their house, vehicle or bank balance. They are wrong. For the vast majority of people the greatest asset they have is their ability to generate an income. How does...

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Benefits Of Using A Financial Planner

People Who Use Financial Planners Are Happier About Their Finances Click Here to read the full article "People with planners happier about their finances" written by Laura du Preez for IOL on the 21st of August this year. This article refers to how people who use a...

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