What We Do

What

We Do:

We simplify things and make sense of your financial life – and connect the dots to what is really important to you and your family.

We act as coach, mentor and sounding board to all that is important to you – family, health, wealth and business.

We ask the right questions so that you understand what your money needs to be doing for you..

We create a Lifestyle Plan for you which culminates in the vision you have and the resources available to you (now and in the future) coming together in a unified strategy which will lead you to something meaningful.

We listen!

It’s about meeting you where you are and taking that intellectual and emotional journey, with you, to where you want to be.

Simply put, we give wealth purpose.

Henceforward Financial Planning and Wealth Management Suite of Services

In some cases, Henceforward delivers the solutions directly; in other cases, we partner with our clients’ various trusted advisors to co-ordinate those solutions on their behalf.

Our services cover a wide spectrum of solutions our clients require, including investment management (local and global), retirement, and estate planning. In some cases, we deliver the solutions directly – and in other cases we partner with your trusted advisors to coordinate those solutions on your behalf.

Pro Tip: Take the time to read our Ultimate Guide to Financial Planning – which serves not only as an introduction to the world of financial planning but will help you get better at money, your finances and the world of investing.

Below shows a sample of what some of our services entail.

Click on Each to Learn More