National Wills Week 2026: Why having a will matters
National Wills Week runs from 14–18 September 2026, giving South Africans an opportunity to have a basic will drafted free of charge by participating attorneys. Introduced by the Law Society of South Africa (LSSA) in 2008, the initiative aims to raise awareness about...
Over Coffee Market & Economic Summary | August 2026
SA INFLATION South Africa’s annual inflation rate eased to 4.3% in July 2026, from a two-year high of 5% in June | SA UNEMPLOYMENT South Africa’s unemployment rate rose to 33.6% in Q2 2026, its highest level since Q2 2022 | THE RAND The rand was among the...
Designing an Abundant Life: Investing in Your Joyspan
Designing an Abundant Life: Investing in Your Joyspan Celebrating 25 Years of Southwood Financial Planning This year marks a very special milestone for Southwood Financial Planning — 25 years of helping our clients navigate life's financial journeys with confidence....
New tools, old habits: Investing in the age of AI
Horacia Naidoo-McCarthy is joined by Simon Skinner, of Orbis’ Global Investment team
The Shift Behind the Noise
Hendrik du Toit | Ninety One Global Investment Conference
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
