Endurance Events and Financial Planning
Spending 5 hours on a bicycle over the weekends allows me time to think and ponder about life. Last week I was thinking about the similarities of training for an endurance event like the Swissman, and financial planning. While preparing for these events may seem vastly different from financial planning, there are actually several similarities that can be drawn between the two.
Budget Highlights
Steven gives his initial thoughts on the budget speech delivered in this short video summary. There was a lot hoped for, particularly around renewable energy investment. Did the Minister deliver?
South Africa Greylisted
Steven Hall, Founding Partner and Director at Henceforward, shares his thoughts on South Africa’s greylisting in this short video clip.
Tax Optimisation Strategies
Tax optimisation forms part of any well crafted financial plan. The lines between tax avoidance and tax evasion have however started to become blurred. So it’s more important than ever to organise your tax affairs correctly.
Potential Stocks to Buy Now
Intended as a fun piece to explore some of the investment megatrends of today with a few investment ideas in each, including AI. We also share some of the stocks and ETFs in each of these that could do well.
Investing Psychology: Master Your Emotions to Achieve Better Investment Outcomes
Understanding investing psycholgy and our behavioural biases can help us all become better investors and improve long-term investment returns.
Swissman: A journey about more than myself
At Henceforward, we try and live by a few different philosophies. Aim to live your best life, do more things that give you meaning, try and make a difference, and remember to have fun … because we only get one shot at life. Fatman to Swissman is a journey “For More than Myself”. It is about doing great things. It’s a personal journey, one in which I get to make a difference in the lives of children through taking part in the Swissman Extreme Triathlon in June this year.
How To Do Financial Planning in 9 Steps
How to do financial planning is a simple how to step-by-step process to help you master the basics.
Why an Outcomes Based Financial Plan is Invaluable
An important case study to demonstrate the value of using lifestyle financial planning principles in building solutions for clients, and the flaws of using standard risk profile questionnaires.
Giving Wealth Purpose
A case study about a retired client worried whether he had enough money and showing him that he could spend more and do more of what he loves and is important to him.
Two Pot System postponed – and some new thinking
Some additional thoughts and comments on the two pot retirement system proposed by Treasury. A lot is yet to be decided.
Investment Advice and Why Flat Fees Represent Greater Value
The hot topic of advice fees on investments and what represents value for investors. Is the AUM model outdated and should a new approach be considered?
