Every month is a good month to invest
When it comes to investing, common patterns such as "sell in May and go away" and the "January effect" may not offer significant value based on historical data. Regardless of the month, long-term investors should focus on staying fully invested and riding out...
Morningstar Commentary for June 2024
Market and Economic Summary Global equity markets ended the month higher, delivering strong returns for the second quarter of 2024. Inflation continued to moderate across most developed markets, fuelling expectations that their respective central banks will begin...
Compound Interest and The Rule of 72
Compound Interest and The Rule of 72 By Roné Swanepoel, Head of Sales Morningstar Investment Management South Africa Did you know, that if you start saving a small amount, early in life, it can lead to a larger savings pot than if you were to save a large amount much...
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
