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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Gold – Where To From Here

We are continually being asked these three questions: 1. What do you think are the reasons behind the rise in the price of gold? 2. What is your future outlook for gold? 3. Do you think gold is a good alternative investment? Here is our response written by Simon Hudson-Peacock, senior portfolio manager at Cadiz […]

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Retirement Planning – Income And Growth Challenge

Individuals at or near retirement face the challenge of ensuring a sustainable standard of living by balancing the needs of today with those of the future thereby investing for both immediate income and long-term growth.1. Plan for higher inflation Given lower return expectations from all asset classes going forward, it is believed that investors with […]

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Cadiz – July Equity Market Commentary

Matt Brenzel, portfolio manager and strategist at Cadiz Asset Management had the following thoughts on QEs to-date. Click to read the relevant section from his July equity market commentary. Those in the know have placed sizeable odds on the 3rd quarter of 2012 being the one in which investors will see another round of Quantitative Easing […]

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