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Investment minimums

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Megan Marais

I joined Southwood Financial Planning in early 2010 and my strengths lie in my ability to analyse and evaluate a client’s financial status and develop, implement and monitor financial planning recommendations. My primary role as a financial planner is to assist individuals and families to achieve their short- and long-term financial goals.

I completed the NQF Level 5 Certificate in Financial Planning in 2013 and the NQF Level 6 Advanced Certificate in Financial Planning in 2014, and obtained a Postgraduate Diploma in Financial Planning through Stellenbosch University in 2016. I’m a Certified Financial Planner® and a member of the Financial Planning Institute of Southern Africa (FPI). I’ve passed my Regulatory Examination for Representatives (RE5), as required in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (the FAIS Act).

Suite B, Block K, The Terraces, Steenberg Office Park, Silverwood Close, Tokai, Cape Town, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

079 XXX XXXX

meganc@**************o.za

Reveal contact details

Megan Marais

I joined Southwood Financial Planning in early 2010 and my strengths lie in my ability to analyse and evaluate a client’s financial status and develop, implement and monitor financial planning recommendations. My primary role as a financial planner is to assist individuals and families to achieve their short- and long-term financial goals.

I completed the NQF Level 5 Certificate in Financial Planning in 2013 and the NQF Level 6 Advanced Certificate in Financial Planning in 2014, and obtained a Postgraduate Diploma in Financial Planning through Stellenbosch University in 2016. I’m a Certified Financial Planner® and a member of the Financial Planning Institute of Southern Africa (FPI). I’ve passed my Regulatory Examination for Representatives (RE5), as required in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (the FAIS Act).

   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, Silverwood Close, Tokai, Cape Town, South Africa

Get directions

Contact details:

079 XXX XXXX

meganc@**************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 planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.