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  • Home
  • About Us
    • FAQ
    • What Makes Us Different
    • Meet The Founders
  • Our Story
  • How We Help
  • Who We Work With
    • The Family Office
    • The Transitioning Retiree
    • Professionals & Entrepreneurs
  • Insights
    • Investing
    • Financial Planning
    • Retirement
    • Money and Finance
    • Estate Planning
    • Wealth Strategies
  • Resources
    • Smart Investing – 8 Secrets
    • Henceforward Retirement Insights Report
    • Case Studies
    • Podcasts
  • Contact
  • Home
  • About Us
    • FAQ
    • What Makes Us Different
    • Meet The Founders
  • Our Story
  • How We Help
  • Who We Work With
    • The Family Office
    • The Transitioning Retiree
    • Professionals & Entrepreneurs
  • Insights
    • Investing
    • Financial Planning
    • Retirement
    • Money and Finance
    • Estate Planning
    • Wealth Strategies
  • Resources
    • Smart Investing – 8 Secrets
    • Henceforward Retirement Insights Report
    • Case Studies
    • Podcasts
  • Contact
Get Started

Author: Carl-Peter Lehmann

Carl-Peter Lehmann CFP® is co-founder of Henceforward Wealth Management, a boutique fee-only planning firm in Cape Town. He's spent over two decades helping professionals and retirees build portfolios and financial plans that hold up in the real world — not just on paper. When he's not deep in spreadsheets or client meetings, he's usually on a trail somewhere in the Overberg with his dog, Rusty.

Preservation Funds: Protecting What You’ve Built When You Leave a Job

Preservation Funds in South Africa and how they work by Henceforward

Preservation funds let you protect your pension or provident benefits when you leave a job — tax-free. Here’s how they work, how they’re taxed, and what the Two-Pot system changed.

Defining Wealth: What It Actually Means to Be Wealthy

Defining wealth and what it means to be wealthy by Henceforward

After 20 years of advising clients, the clearest lesson is that contentment and net worth are barely related. What it actually means to be wealthy — and why the number was never the point. Updated June 2026

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Henceforward (Pty) Ltd Reg No 2020/491620/07 is a Graviton Partner, licenced under Graviton Wealth Management, FSP 8772