Having founded Southwood Financial Planning in 2001 to give individuals, families and businesses, independent, professional, holistic, uncomplicated and accessible financial planning advice, we continue to transform peoples’ lives and get them to think seriously and deeply about money and how it impacts their life and the world. We have over the past two decades, successfully developed financial plans and assisted clients in successfully navigating their financial planning journeys, dealing with their hopes and fears and allowing them to achieve their personal lifestyle and financial goals. Through what has become a global journey, and through ongoing learning, we have honed our financial planning, investment management and coaching skills, allowing us to exceed client expectations on an ongoing basis. I hold a Bachelor of Commerce degree from the University of Cape Town and am a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of Southern Africa NPC (the FPI).