Discover the benefits of holistic financial planning

Peet Venter CFP®

Registered Financial Adviser

For Android:

1. Launch "Chrome" app.

2. Open the website or web page you want to pin to your home screen.

3. Tap the menu icon (3 dots in upper right- hand corner) and tap Add to homescreen.

4. You'll be able to enter a name for the shortcut and then Chrome will add it to your home screen.

For IOS:

1. Launch Safari on your iPhone or iPad.

2. Navigate to the site that you want to create a Home screen shortcut to.

3. Tap the Share icon (the square with an arrow pointing out of it) at the bottom of the screen.

4. Scroll down to the list of actions and tap Add to Home Screen. (If you don't see the action, scroll to the bottom and tap Edit Actions, then tap Add next to the Add to Home Screen action. After that, you'll be able to select it from the Share Sheet.)

5. Type a name for your site link. This will be the title that appears beneath its icon on your Home screen.

6. Tap Add in the top-right corner of the screen.

Bio

Get to know me

With over two decades of experience in the financial services industry, Peet is a seasoned Specialist Financial Advisor with a focus on estate planning, business risk, and succession strategies. He predominantly works with medium-sized enterprises, offering deep insight into the unique financial and succession challenges they face. Peet holds a distinguished set of academic credentials, including an MBA and Honours in Business & Business Administration from the University of Stellenbosch Business School (USB), a BCom in Financial Investment Management from UNISA, and a Postgraduate Diploma in Financial Planning from the University of the Free State. He is also a Certified Financial Planner® (CFP®). Throughout his career, Peet has held diverse roles – from financial advisor and tax consultant to legal and technical trainer, product specialist, national sales manager, and even corporate investigator. Since 2012, he has dedicated himself exclusively to his role as a Succession Specialist Financial Advisor. In this capacity, he works closely with business owners to craft and implement succession plans, facilitate commercial agreements, and manage complex estate planning needs. Collaboration is central to Peet’s approach. He partners with a network of trusted legal and accounting professionals to deliver transparent, long-term solutions tailored to each client’s needs. His expertise extends to company valuations, business structuring, and the finer aspects of succession and estate planning. Outside of work, Peet is a family man — happily married to Desiree, a devoted father, and a proud grandfather to five energetic grandchildren. A lover of the outdoors, he enjoys cycling, hiking, rowing, scuba diving, camping, and exploring new places whenever he can. For Peet, safeguarding financial futures is about more than figures — it's about building enduring relationships and delivering strategies that stand the test of time.

Services