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Investment minimums

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Angela Sayle

I’m a Certified Financial Planner® with Southwood Financial Planning and a member of the Financial Planning Institute of Southern Africa (FPI). I’m committed to helping each of my clients navigate their financial journey by providing holistic, individual and objective financial planning solutions.

Suite B Block K The Terraces Steenberg Office Park, Silvertree Close, Tokai, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

079 XXX XXXX

angelas***************o.za

Reveal contact details

Angela Sayle

I’m a Certified Financial Planner® with Southwood Financial Planning and a member of the Financial Planning Institute of Southern Africa (FPI). I’m committed to helping each of my clients navigate their financial journey by providing holistic, individual and objective financial planning solutions.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Suite B Block K The Terraces Steenberg Office Park, Silvertree Close, Tokai, South Africa

Get directions

Contact details:

079 XXX XXXX

angelas***************o.za

Reveal Contact Details

About

About Southwood Financial Planning

Established in 2001, Southwood Financial Planning has a proven track record of helping individuals and small businesses achieve their financial objectives through the provision and ongoing review of professional, holistic, personalised and objective financial planning solutions. The practice is one of only a handful of FPI Approved Professional Practices® in South Africa.

We don’t just sell products and services, we transform people's lives and get them to think seriously and deeply about money and how it impacts their life and the world.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help ensuring your financial affairs are efficiently structured.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.