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Contact information

Contact Number: 021 701 1161 / 082 453 6358
 
Address: Suite B, Block K, The Terraces, Steenberg Office Park, Tokai
 
Website: http://www.southwood.co.za

About

Lisa Hudson-Peacock’s passion for her work is fuelled by giving her clients peace of mind – and control over their finances. Since founding Southwood Financial Planning in 2001, the Cape Town Certified Financial Planner’s mission has been to provide high-quality financial planning and investment advice to people committed to making the most of their money – and their lives. Lisa, who holds a BCom degree from UCT, gained a wealth of expertise while working in asset management for seven years as an analyst and fund manager. She obtained her Postgraduate Diploma in Financial Planning from the University of the Free State in 2002. She is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute and has completed the RE1 and RE5 regulatory exams.

When she’s not planning for clients, she spends time with her family – husband Simon and daughters Samantha and Rebecca – or heads outdoors, to the beach on her horse and mountain trails on foot. “I’m passionate about nature: it keeps me grounded,” she says.

Company Info

Southwood Financial Planning is an independent, boutique financial planning firm that provides a roadmap giving clients clarity and insight on their financial planning journey. A comprehensive and ongoing journey which includes cash flow management, investment and retirement planning and structuring, risk insurance, tax, estate and inter-generational planning. The process is fee-based providing a well-researched and objective financial planning roadmap to individuals, families and small businesses.

As a truly niched, independent business we are able to look across all product providers for the most appropriate “directions”(solutions).

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.
Further information may be found at www.southwood.co.za

Lisa ON MONEYWEB  

How will proceeds be taxed if money is invested in a grandchild’s name?

26 June 2018    30
Are minors regarded as separate taxpayers? ...

I have R200 000 to invest – where to now?

12 October 2017    167
A Moneyweb reader with a ten-year horizon and a total unencumbered portfolio of almost R13 million asks for investment advice. ...

Lisa's VIEWS  

Bitcoin: what it is and why you should be cautious

19 January 2018    165
How to view it within your overall portfolio, as an investment opportunity. ...

A case for the guaranteed life annuity

6 December 2017    52
The importance of understanding what you're committing to when choosing between a living annuity and a guaranteed life annuity. ...

The trouble with index funds

29 September 2017    11
A case for active management and sensible financial planning. ...
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