Private wealth planning
Investment, retirement, cash-flow and legacy planning brought together in a personally managed strategy.
Explore wealth planning →
Integrated wealth planner · Gauteng
Build wealth with purpose. Protect what matters. Transfer it with confidence.
Financial decisions should form one clear strategy—not a collection of disconnected products. I help families, professionals and business owners organise their wealth around the life and legacy they are building.
13+ years' experience
R100m+ client investments managed
Personal, ongoing advice
Ways I help
Advice built around real life
Whether you are starting to invest, approaching retirement, managing substantial family wealth or building a business, the process begins with understanding what your money must accomplish.
Business-owner planning
Succession, buy-and-sell funding, key-person risk, business valuation and personal wealth extraction considered together.
View business services →
Axion Fiduciary Solutions
Professional trustee, trust-governance and estate-planning support designed to turn a structure into a properly managed legacy.
Discover Axion Fiduciary →
13+
Years in financial advice
R100m+
Client investments managed
5
Integrated planning pillars
1
Personal adviser relationship
“My role is not simply to recommend a product. It is to help you see the whole field, make the right decisions and keep the plan moving.”
Hennie Venter · Integrated Wealth Planner
A coach's approach to wealth
Clear strategy. Honest conversations. Consistent execution.
My background as a rugby coach shapes the way I advise: understand the goal, assess the field, build a practical game plan and adjust as circumstances change.
Financial planning is not a once-off event. It requires clear priorities, coordinated implementation and regular review as your family, career, business and financial position evolve.
The process
What working together looks like
A disciplined advice process creates clarity before implementation and keeps the strategy relevant after it has been put in place.
Discovery
Clarify your priorities, family responsibilities, assets, liabilities, business interests and concerns.
Analysis
Assess the gaps and connections across investment, risk, retirement, estate and business planning.
Strategy
Present recommendations, implementation priorities, costs, risks and available alternatives.
Ongoing management
Review progress, adapt to change and coordinate with relevant legal, tax and fiduciary professionals.
Your next step
Bring the pieces of your financial life into one strategy.
A first conversation is an opportunity to understand your position and decide whether my planning approach is the right fit.