Steven has over two decades’ experience advising families, professionals, and business owners on navigating complex financial decisions. Prior to founding Henceforward, he spent almost 18 years at Private Wealth Management in Cape Town, part of Old Mutual’s private client division, where he built a successful financial planning practice focused on...
Carl-Peter has over 20 years’ experience across private banking, wealth management, and asset management, having worked in multiple global financial centres including London, Hong Kong, and the Channel Islands. Rather than following a single institutional track, his career spans different sectors of financial services and multiple jurisdictions — an experience...
Jolene plays a central role in ensuring that the day-to-day workings of Henceforward run smoothly and reliably. With over 25 years’ experience across long-term insurance, investments, retail operations, and small business ownership, she brings depth, precision and calm execution to the firm’s operational backbone. Detail-orientated and highly organised, Jolene is...
Steven has over two decades’ experience advising families, professionals, and business owners on navigating complex financial decisions. Prior to founding Henceforward, he spent almost 18 years at Private Wealth Management in Cape Town, part of Old Mutual’s private client division, where he built a successful financial planning practice focused on long-term client relationships.
Steven’s work is grounded in helping clients move from uncertainty to clarity. He is particularly skilled at guiding people through periods of transition — whether that involves career changes, business decisions, retirement planning, or shifts in family circumstances.
A defining strength of Steven’s advisory style is his ability to simplify complexity. Clients often value his use of clear metaphors and practical analogies to make sophisticated financial concepts easier to understand and act on.
Outside of work, Steven prioritises time with his children and focuses on maintaining balance and perspective. Having previously completed endurance events such as Ironman and the Comrades Ultra Marathon alongside Carl-Peter, his current focus is on rebuilding fitness and health in a sustainable way — a mindset that closely mirrors his long-term, steady approach to financial planning.
Carl-Peter has over 20 years’ experience across private banking, wealth management, and asset management, having worked in multiple global financial centres including London, Hong Kong, and the Channel Islands.
Rather than following a single institutional track, his career spans different sectors of financial services and multiple jurisdictions — an experience that has shaped how he thinks about risk, markets, and long-term decision-making. Exposure to different regulatory regimes, client needs, and market cycles has given him a broader perspective than is typical in a purely domestic or single-sector career.
This cross-sector and cross-border background allows Carl-Peter to connect global trends — markets, geopolitics, technology, and behaviour — and translate them into practical investment and planning decisions for clients. He works closely with clients to design strategies that remain robust in an environment defined by disruption, innovation, and uncertainty.
Outside of work, he finds balance in the mountains and outdoors. He has completed Ironman and the Comrades Ultra Marathon, and now prefers trail running and unrushed hikes with Rusty as a way to stay grounded and reflect. He is also an avid reader and sports enthusiast, valuing quiet time that allows for perspective and long-term thinking.
Jolene plays a central role in ensuring that the day-to-day workings of Henceforward run smoothly and reliably. With over 25 years’ experience across long-term insurance, investments, retail operations, and small business ownership, she brings depth, precision and calm execution to the firm’s operational backbone.
Detail-orientated and highly organised, Jolene is responsible for coordinating client administration, maintaining accurate records, and supporting advisers so that clients experience a seamless and well-run service. Her work is grounded in a strong client-first mindset — making sure that processes are clear, follow-through is consistent, and nothing slips through the cracks.
Jolene has a particular passion for technology and process improvement. She is a strong advocate for efficient, paperless systems and is continually focused on refining workflows, improving accuracy, and creating a smarter, more streamlined administrative environment.
Outside of work, Jolene enjoys spending time outdoors, exploring creative interests, and adventuring with her much-loved dog, Lily — a balance that mirrors her thoughtful, steady approach to her role at Henceforward.
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