A detailed financial planning case study: how a young professional couple restructured their retirement, investments, and estate planning for long-term success — with guidance from Henceforward on a flat R40,000 annual fee.
David and Elaine structured their R30m retirement plan with life and living annuities plus a USD portfolio to generate rising, global income—efficiently and tax-smart. Here’s how we helped them achieve this under a R60K flat-fee model
After 15 years of retirement, Jan felt his portfolio was being neglected — and that his advisory fee was too high. Here’s how we helped him build a more robust, tax-efficient retirement strategy while cutting advice costs by over R230,000 per year.
This real-life case study shows how we helped a retired couple restructure their R67 million portfolio for sustainable income, tax efficiency, and generational wealth — all for a flat annual fee on The Henceforward Family Office model.
