Northwood is a comprehensive financial services provider, offering advice on personal finance, retirement planning, and insurance matters. We also provide in-depth taxation advice through our TaxShop franchise which serves both individuals and business owners.
Company Overview
What we offer
Northwood Financial Services is a registered financial services provider, based in Cape Town. We are able to consult in person for clients residing in and around Cape Town, while clients further afield may consult with us using Skype. We offer our clients a one-stop financial solution:
- financial planning
- retirement planning
- taxation advice / planning
- debt management
- business budget / household budget
- business finance / personal finance
- investment advice
- insurance advice
Northwood is able to assist its clients by means of several planning sessions and follow-up meetings.
No Commission – Fee based
The Northwood team has decades of combined experience in the financial services sector, providing time-tested and reliable advice to our clients. Northwood’s founder, Nico Kleynhans, a Certified Financial Planner®, has over 20 years’ experience in the industry and is committed to providing the best advice to Northwood’s clients while accepting no commissions from insurance and investment companies.
Northwood’s policy is to charge an advisory fee up-front and not rely on commissions – this makes our advice impartial and allows us to guide you in planning your personal and business finances from a balanced point of view. This approach makes Northwood unique among financial services companies, and offers our clients the security of knowing that we put their needs first.
Tax Shop
The Northwood Group has recently acquired a TaxShop franchise, offering our clients a comprehensive taxation planning service. Coby Windvogel, our registered tax practitioner, is also on hand to advise clients on a variety of taxation issues.
Financial Planning Books
Recently, Northwood has entered the publishing field with a series of financial guides and eBooks which provide valuable insights and information to our clients on a wide range of in-depth topics. From taxation, budgeting, and retirement planning to small business management, Northwood’s publications are the result of our years of experience in the financial services sector – our advice is now available to the public in the form of these new publications.
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