This page explains the general nature of the website, how enquiries and personal information are handled, and the distinction between financial advice and fiduciary services.
The content on this website is provided for general informational purposes. It does not constitute personal financial, legal, tax, accounting or investment advice.
A recommendation can only be made after the required information has been obtained, the client’s needs and circumstances have been analysed and the relevant disclosures have been provided.
Hennie Venter provides regulated financial advice only within the scope of the applicable Old Mutual mandate, accreditation and approved advice processes.
Old Mutual Life Assurance Company (South Africa) Limited is an authorised financial services provider, FSP 703.
The final approved practice and representative wording must be confirmed with Old Mutual compliance before publication.
Axion Fiduciary Solutions is a separate specialist service provider offering separately scoped trust, fiduciary and estate-related services.
Axion’s services must not be represented as services for which Old Mutual or Deltrofusion Financial Services accepts responsibility.
Legal, tax, accounting, conveyancing and other specialist work must be delivered, reviewed or approved by appropriately qualified and authorised professionals where required.
Axion Fiduciary Solutions has its own enquiry forms and privacy notice on its dedicated website. Information submitted there is handled in accordance with the disclosures and consent wording shown on that website.
Axion-related enquiries may be directed to hennie@axionfs.co.za .
The supplied wealth-planning website code does not intentionally place advertising or behavioural-tracking cookies.
Should analytics, marketing pixels, embedded videos, online booking systems or additional third-party services be added later, this privacy notice and any required consent mechanism must be updated.
The main Hennie Venter Wealth Planning website does not require user accounts or operate a client-information database.
The contact form on the main wealth-planning website prepares an email using the visitor’s device and does not itself transmit the completed information to a website database.
The dedicated Axion Fiduciary website uses separate online enquiry forms for will, trust and general enquiries. Those forms send the submitted information to the designated Axion email address for follow-up.
Information sent by email, website form, telephone or WhatsApp may be processed to respond to an enquiry, arrange a consultation and provide requested services, subject to applicable privacy, compliance and record-keeping obligations.
Past performance is not a guarantee of future results. Investment values and investment income may rise or fall.
Product terms, fees, taxation, liquidity and investment risk differ and must be considered as part of the client-specific recommendation and applicable product documentation.
Website text, branding and original materials may not be reproduced without permission.
This is subject to the rights of Old Mutual, Axion Fiduciary Solutions and any other product provider or third-party owner whose approved branding or material appears on the website.
Use the appropriate email address depending on the nature of the enquiry.
