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:

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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Volatility Of The Equity Market

Today, commentary contained in the latest publication (Cognito 3Q) from the SIM Unconstrained Capital Partners Team on the current volatility of the equity market. With emotions running high and the huge uncertainty in global equity markets the Team discusses why this...

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Regulatory Examinations – We Passed!

The "new" Determination of Fit and Proper requirements with regards to competency as detailed in the Financial Advisory Intermediary Services Act 37 of 2002, introduced to the financial planning industry, Regulatory Examinations.  There is little doubt that these...

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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...

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