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Case Studies

Thoughtful perspectives on financial planning, decision-making, and navigating complex financial lives.
surviving spouse financial planning case study by Henceforward

Everything Was There: No One Had Written It Down

Margaret inherited responsibility for a R75 million estate after her ....
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Case study on financial planning after business exit in South Africa by Henceforward

When the Business Sells, the Real Work Begins

Ruan exited his professional services partnership at 47 with R17 ....
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Case study of financial planning for professional couples in South Africa by Henceforward

Good Incomes, Good Intentions: But No Actual Plan

How a dual-income professional couple in their early 40s went ....
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Retiree Income Plan Case Study with Henceforward

They Built It Themselves: Retiring the Same Way.

David and Elaine retired from their consulting business with R30 ....
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Jan's living annuity case study in South Africa by Henceforward

Fifteen Years of Retirement: Not Once Did Anyone Check the Numbers.

After 15 years of retirement, Jan felt his portfolio was ....
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Family Office case study by Henceforward

A R67 Million Balance Sheet: Not One Piece of It Connected to Another.

A retired couple with R67 million across local retirement funds, ....
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