Southwood Financial Planning
Independent. Objective. Personalised.
Elevator Pitch
Southwood Financial Planning (FSP 13566) is an independent practice providing well-researched and objective advice. We believe in “Return on Life”—putting your passions and interests first to help you manage finances and achieve personal goals. Our true product is the ongoing relationship and advice that allows for a highly personalised Financial Plan.
Our Philosophy
We move beyond standard returns to focus on your money story. We ensure diversification, tax efficiency, and cost reduction, avoiding “one-size-fits-all” solutions in favour of meaningful adjustments over time.
Professionalism
We are proud of our all-female team, recognized as one of only 16 FPI Approved Professional Practices® in SA. All our planners hold the internationally recognised CERTIFIED FINANCIAL PLANNER® designation.
Comprehensive Services
- Cash Flow & Budgeting
- Retirement & Tax Planning
- Estate & Risk Management
- Employee Benefits & Group Schemes
- Buy-and-Sell Agreements
- Succession Planning
- Trusts & Wills
- Business Arrangements
- Independent Associate Network
Transparent Fee Structure
We charge time-based, quoted fees for initial consultations and full plan compilation, followed by an annual asset-based fee for the ongoing management of your portfolio.
Social Responsibility
We take our role in society seriously, supporting local initiatives that make a tangible difference:
Reforestation & ecosystem restoration.
Skills development & job creation.
Equine welfare on the Cape Flats.
Building the Next Generation
As an FPI Approved Professional Practice®, we are dedicated to mentoring young professionals, equipping them with the skills and ethics to lead the future of financial planning.
Southwood Financial Planning: Helping you achieve your passions through expert, holistic advice.
