Welcome to Pentagon Financial Solutions

Driven Financial Solutions

Planning ahead

We focus on Wealth Creation and –Preservation, matching our client’s needs with risk adjusted solutions.

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. We provide financial advice and intermediary services to our extensive client base.

Holistic Approach

 

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.

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Highly skilled team

 

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.

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Integrated Financial Planning

 

We 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.

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Financial Indicators

  • Economic and market overview - July 2019
    Global The US-China trade war dominated global news in June as Presidents Trump and Xi continued to spar around trade tariffs and company sanctions. At the G20 Summit that took place in Japan during the last weekend of the...
  • Economic & Market Overview - June
    Global The trade war between the United States and China took a turn for the worst when President Trump announced an increase (from 10% to 25%) on $200bn worth of Chinese goods early in May. There are a few other geo-political...
  • Economic & Market Overview - May
    Global According to the latest International Monetary Fund (IMF) bi-annual World Economic Outlook, the strong global economic expansion of 2017 and 2018 slowed notably in the second half of last year. It reflects a confluence of...