Investing
Tech Mega Trends 2025–2035: AI, Energy, Millennials, Future Investing & More
From AI and semiconductors to space and energy grids, here’s how tech changed 2020–2025 – and where it’s going over the next decade.
23/07/2025
Wealth Strategies
Top Wealth Management Companies in South Africa (2025 Guide)
South Africa’s wealth management industry is undergoing a quiet revolution. As clients grow tired of opaque fees and product-pushing banks, boutique firms are stepping in with something better: real independence, transparent advice, and portfolios designed for outcomes—not incentives. This guide explores how to find the best wealth management company in South Africa—and why the right partner can make all the difference.
22/07/2025
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 peers, while select managers still in certain categories. Henceforward turns that evidence into action—pairing passive cores with high-conviction active satellites to build cost-efficient investment and retirement portfolios.
18/07/2025
Retirement
10 Retirement Planning Mistakes to Avoid in 2025 (And What to Do Instead)
Most people think retirement planning is about saving enough. But in reality, it’s about much more—balancing longevity risk, realistic returns, tax strategy, fees, and flexible income planning. In this guide, we unpack the biggest mistakes retirees make (and how to avoid them), so you can retire with confidence and peace of mind.
17/07/2025
Case Studies
Case Study: Retired Entrepreneurs with a Global Footprint
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
15/07/2025
Estate Planning
From Shirtsleeves to Shirtsleeves: Rethinking Intergenerational Wealth Transfer in South Africa
South Africa is on the cusp of one of the largest intergenerational wealth transfers in its history. With over 30% of high-net-worth individuals (HNWIs) now over the age of 60, the next decade is expected to see trillions of rands passed down to younger generations.
09/07/2025
Retirement
The Art of Transition: Embracing the Emotional Journey into Retirement
The move from a structured, purpose-driven life to an open canvas can stir excitement, uncertainty, and even fear. While financial readiness is essential, emotional readiness is equally vital. This is the art of transition: learning to navigate the psychological, emotional, and social shifts that accompany retirement.
08/07/2025
Case Studies
Case Study: Retirement Planning Done Right – Simplifying and Strengthening Jan’s Living Annuity Strategy
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.
07/07/2025
Case Studies
Real Client Story: Strategic Financial Planning for a Family Office Client
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.
07/07/2025
Investing
Hedge Funds 101: How they work and some of Sa’s best performing ri hedge funds
In recent years, hedge funds have been gaining traction among South African investors, evolving from niche investment vehicles to integral components of sophisticated portfolios. Here we examine how they work and some of the best performers
20/06/2025
Estate Planning
What Is a Family Charter – And Why Every Wealthy Family Should Consider One
The Family Charter is a powerful, non-legal document that gives families a framework for managing their wealth, values, and vision across generations … and a wonderful tool for creating legacy, unity and generation success
16/06/2025
Wealth Strategies
The Art and Intricacy of Intergenerational Wealth Planning
Whether through successful businesses, savvy investments, or sheer hard work, wealth creation is a journey many undertake. However, an often neglected aspect of this journey is intergenerational wealth planning. This involves establishing strategies and structures that will help pass wealth from one generation to the next in the most effective way possible.
12/06/2025
