Pentagon Financial Solutions PTA (Pty)
Pentagon Financial Solutions PTA (Pty) Ltd is an authorised Financial Services Provider. The company is an independent financial services group which employs a number of highly qualified financial advisors, who each individually have an average of 20 years relevant industry experience. These advisors are assisted by a dedicated team of administrative personnel and supported by the best information systems and software available in the market. As such we provide financial advice and intermediary services to our extensive client base, strictly within the conditions of our FSB licence, and in terms of the stipulations of the “Code of Conduct” of the FAIS Act. We focus on Wealth Creation and –Preservation, matching client’s needs with risk adjusted solutions.
As part of the holistic approach followed in assessing our client’s needs, we inter alia recognise the need for proper tax and estate planning and the implementation of the necessary structures and financial products to give effect to this. Pentagon Financial Solutions PTA (Pty) Ltd is licensed to provide a broad range of financial products and services, both locally and abroad, and therefore we pride ourselves in our ability to not sell products, but rather to address financial planning needs on an integrated basis. In this process, specialised investment services is inter alia provided through Associated Portfolio Solutions and estate planning and winding up of estates through APS Fiduciary Services.
Pentagon’s highly skilled team is recognised in the industry for its comprehensive financial planning abilities, as well as its extensive understanding of the economic landscape and the philosophy and process of active management. But Pentagon is, more importantly, also appreciated by long-standing clients who have had extended relationships with the respective financial advisors.
Our Team
Colla Kruger, Founding Member
Colla Kruger is a founder member of Pentagon Financial Solutions PTA (Pty) Ltd, Associated Portfolio Solutions PTA (Pty) Ltd and APS Fiduciary Services (Pty) Ltd. He is a shareholder and the Managing Director of Pentagon and APS and director and shareholder of APS Fiduciary Services.
He has a B. Iuris (S.A) degree and holds a certificate in Financial Markets.
Colla joined Old Mutual in 1988 where he qualified for the annual Top 25 agent’s award 8 times including the first year. He was also vice-president of Old Mutual’s 51 Club and Top of the Table member of the International Million Dollar Round Table.
Colla already passed the RE1, RE3 and RE5 regulatory exams required by the Financial Services Board. He holds the Key Individual position for both FSP 1722 and FSP 6949 (APS and Pentagon).
Japie Neethling, Founding Member
Japie Neethling is a founder member of Pentagon Financial Solutions PTA (Pty) Ltd, Associated Portfolio Solutions (Pty) Ltd and APS Fiduciary Services (Pty) Ltd. He is a shareholder and director of all three companies.
He has a certificate in Financial Markets.
Japie has a banking background and joined Old Mutual in 1984 where he qualified 16 times for the annual Top 25 agent’s award. He was a president of Old Mutual’s 51 Club and at the top of the table of the International Million Dollar Rand Table.
He already passed the RE1 regulatory exam required by the Financial Services Board.
Japie was president of the Life Underwriters Association of South Africa for 2 years.
Pierre van Rensburg, APS - Associate
Pierre van Rensburg has 22 years’ experience in the industry which includes his work at TMA and Investec Asset Management. Pierre is a holder of a Qualification in Investment Analysis and Portfolio Management (INVPR) at UNISA.
The last 7 years he applied his understanding of the administrative and corporate aspects of asset management to add value in his planning for individual clients.
Pierre qualified as an associated member of APS in 2008.
He already passed the RE1, RE3 and RE5 regulatory exams required by the Financial Services Board.
Leandra Botes, APS - Associate
After completing B. Accounting at the University of Stellenbosch in 2001, Leandra Botes decided that Financial Management is a more dynamic field than Audit and Tax and in 2002 completed a Honn. B. Comm in Management Accounting.
She started her career in the same year at PSG Investment Services in Pretoria (later PSG Konsult) where she gained experience in stockbroking, fund managing and wealth management for private clients.
In 2004 she qualified as a Certified Financial Planner® and an associate of APS.
Leandra already passed the RE1, RE3 and RE5 regulatory exams required by the Financial Services Board.
Address: Pentagon House, C/O Plettenberg and Cliffendale Streets, Faerie Glen, Pretoria, South Africa
Phone: +2712 991 9100
FAX: +2712 991 6370
