Budget Speech Update 2025
Budget Speech Update 2025 The 2025 National Budget was delivered in Parliament yesterday by South African Finance Minister Enoch Godongwana. The two key changes were as follows: VAT The 2025 Budget speech is finally over the line after the initial attempt came undone...
Morningstar Market Commentary for February 2025
Market and Economic Summary February was marked by significant uncertainty surrounding both US economic conditions and foreign policy, which dominated news flow this month. These factors, combined with stretched valuation levels across key developed markets, led to...
As we Reflect on 2024
As we reflect on 2024 I have put down a few reminders and things we probably won’t do in 2025: The first thing is we probably won’t like something about the economy or politics In the US, people were upset during the Great Financial Crisis because housing prices...
Two-pot: How to achieve better retirement outcomes
Richard Carter, head of Assurance, is joined by Shaun Duddy, head of Product Development
From Johannesburg to Japan: How to resist the magnetism of the magnificent seven |
Tamryn Lamb, Tim Acker and Graeme Forster
How to think about investing in an energy-short and volatile world |
Tamryn Lamb, Duncan Artus and Alec Cutler
FINANCIAL LIFE PLANNING
We provide our clients with holistic, personalised, objective financial life planning 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
“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 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.
Southwood Financial Planning is an authorised Financial Service Provider. FSP No. 13566
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
