Henceforward (Pty) Ltd

Great catching up with the Deloitte team and members at their Wellness Day alongside Adele Barnard and Steven Hall Graviton is proud to serve as the trustee-elected independent advisors for the members of the Deloitte pension fund. Our focus? Empowering secure financial futures through dedicated, independent guidance. #Graviton #Deloitte #PensionFund #TrusteeElected #Henceforward #IndependentAdvice #FinancialSecurity #WesternCape

Yesterday was 🌍 World Financial Planning Day: A Day to Prioritize Your Future 🌍 Financial planning is essential to securing the future you deserve and our ethos is to help set clear, actionable goals that lead you toward financial independence. We want to hear about what matters to you most, and empower you to reach those goals. Whether you’re planning for retirement, education, or life’s big moments, we’re here to guide you every step of the way. #FinancialPlanning #WorldFinancialPlanningDay #WealthBuilding #FinancialSuccess #FinancialFreedom

🏆 Quick Takes with Henceforward – Featuring Carl-Peter Carl-Peter “CP” Lehmann, CFP®, is a Director at Henceforward, a Cape Town–based wealth and financial-planning boutique. With 20+ years in global markets – especially offshore investing – CP’s passion is helping clients and everyday investors cut through industry noise, find under-the-radar gems, and turn fund-manager conversations into plain-English insights you can use. He blends data and narrative to stress-test ideas, separate luck from skill, and build goal-aligned portfolios. When he’s not dissecting spreadsheets or interviewing managers, he’s usually on a trail somewhere in the Cape.

Saving for your child’s education isn’t just about numbers; it often mirrors your hopes, fears and what you value most. What emotion drives your education savings? • Is it pride in securing their future? • Anxiety about rising tuition costs? • Hope that they’ll exceed your wildest dreams? We can help you unpack those feelings and structure a strategy that aligns with your child's future and your peace of mind. Curious to explore how your motives shape your plan? 💬 DM us or book a free call let’s chat about aligning your emotions and goals. #EducationSavings #MoneyMindset #Henceforward #ParentGoals #CapeTownAdvisor #FinancialCoaching #KidsEducation #EmotionInFinance

Markets rallied hard in September — even in a month that’s historically weak. We dig into the trillionaire race, fiscal dominance, SA’s structural constraints, AI risks vs opportunities, and what all this means for your long-term portfolio.

Happy Heritage Day. Today is a day to celebrate the rich cultures and diverse traditions that shape us. It’s a chance to connect with our roots and reflect on the values that guide us. For us, this connects to the idea of balance. Understanding where you come from provides a strong foundation for where you want to go. It’s about honouring your personal story while building a secure future. We hope you have a restful day with family and friends. #HeritageDay #SouthAfrica #Henceforward #FinancialBalance #KnowYourStory

📈 Quick Takes with Henceforward – Featuring Nomathibana Okello, CFA (Terebinth Capital) Nomathibana Okello is one of South Africa’s most respected fixed income managers and the co - lead portfolio manager of the Amplify SCI Strategic Income Fund. With deep macroeconomic insight and a disciplined approach to credit and duration, Terebinth Capital (Pty) Ltd delivered consistently strong, risk-adjusted returns even through volatile markets. At Henceforward, we value our relationship with professionals like Nomathibana who combine market insight with integrity and results. #HenceforwardQuickTakes #FixedIncome #TerebinthCapital #FundManagerSpotlight #MacroMastery #SmartInvesting #AmplifyFunds

More common than you think - first generation not wanting to create "Trust Fund" kids - but to create responsible stewards of the wealth, not only for future generations, but also for "doing good" https://lnkd.in/dNSSrSpy

Many South African families are facing a “generational crossroads.” First-generation wealth creators are aging. Children and grandchildren are stepping into leadership, but often with different worldviews, lifestyles, or expectations. Without a common framework, families risk: • Disputes over business or trust distributions • Misalignment of values and philanthropic goals • Wealth dilution through poor financial habits • Loss of purpose or legacy A Family Charter promotes clarity, continuity, and cohesion. It ensures that the legacy you’ve built lives on – not just financially, but relationally and philosophically. Read more here: https://lnkd.in/dNSSrSpy If you’d like to begin the process or learn more, contact us for a confidential consultation. #FamilyWealth #LegacyPlanning #EstatePlanning #WealthManagement

Proud moment for our team! Our founders Steven Hall & Carl-Peter Lehmann recognised in Citywire’s list of Top 50 Independent Financial Advisors for 2025. (Top 50 IFA's) Thank you to our clients for the trust you place in us. Citywire South Africa Citywire SA Adviser