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Thoughtful perspectives on financial planning, decision-making, and navigating complex financial lives.

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Latest Insights

Long Beach Logo and Awards

Inside SA’s Standout Balanced Fund (as at Septemeber 2025): A Conversation with Long Beach’s David Hansford

A candid interview with Long Beach’s David Hansford on running ....
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The Art of Execution and Investing, Multibaggers, investing behaviour

The Art of Execution: What South African Investors Can Learn from Winning (and Losing) Behaviours

In investing, it’s not what you buy—it’s how you behave ....
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Sitting on Foreign Cash, Offshore Cash, Offshore Wrappers

Sitting on Cash in the UK? South Africans, Here’s What You Need to Know

For many South African investors, the journey to offshore diversification ....
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AI vs Financial Planners: This Is Not Financial Advice… Or Is It?

In an era where financial advice is dispensed in 30-second ....
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offshore investment wrappers, offshore investing

Offshore Investment Wrappers: The Smartest Way for South Africans to Invest Globally

If you’re a South African investor, how you invest offshore ....
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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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how to find the best wealth management company in south africa based on your situation by henceforward

The Best Wealth Management Companies in South Africa: What to Look For

South Africa’s wealth management industry is undergoing a quiet revolution. ....
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Active vs Passive Investing

Active vs Passive Funds in South Africa: What Morningstar’s 2024 Barometer Means for Your Portfolio

Morningstar’s latest data show broad-market index funds beat most active ....
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retirement planning mistakes, sequence risk, compound growth

10 Retirement Planning Mistakes to Avoid in 2025 (And What to Do Instead)

Most people think retirement planning is about saving enough. But ....
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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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Generational Wealth Transfer and its implications

From Shirtsleeves to Shirtsleeves: Rethinking Intergenerational Wealth Transfer in South Africa

South Africa is on the cusp of one of the ....
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stages of retirement planning, emotional retirement planning

The Art of Transition: Embracing the Emotional Journey into Retirement

The move from a structured, purpose-driven life to an open ....
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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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Henceforward Family Office Case Study, Offshore Investing

Real Client Story: Strategic Financial Planning for a Family Office Client

This real-life case study shows how we helped a retired ....
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What is a Family Charter, Advanced Estate Planning Tool, Wealth Transfer

What Is a Family Charter – And Why Every Wealthy Family Should Consider One

The Family Charter is a powerful, non-legal document that gives ....
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