Morningstar Market Commentary for October 2024
Market and Economic Summary Global markets produced weak returns in October 2024 as global sentiment soured towards risk assets. Global equity markets initially started the month strongly with some reaching all-time highs. This upward momentum was short-lived, as...
Breaking SA tax residency – navigating the two-pot maze
Breaking SA tax residency – navigating the two-pot maze Janine Langenhoven: Senior Legal Council Ninety One Do you understand how you can access your retirement fund benefits when ceasing tax residency from South Africa? Here’s how the two-pot retirement system will...
Morningstar Market Commentary for September 2024
Market and Economic Summary Global markets delivered strong returns in September, buoyed by a larger-than-expected interest rate cut by the US Federal Reserve and Chinese authorities' policy support. This led to a strong risk-on sentiment towards most asset classes...
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
