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Our philosophy

Our philosophy

professional and dedicated client interaction

The specific needs of an individual client can only be established through properly structured and continued interaction with that client. The foundation of Pentagon Financial Solutions PTA (Pty) Ltd.’s, business is therefore a professional and dedicated focus on client interaction. We pride ourselves in our ability to render advice and intermediary services within the letter and spirit as contained in the FAIS Act, and specifically the General Code of Conduct.

We are not product driven, but rather aim to provide clients with the most appropriate financial and insurance solutions available in the market place.

We are dedicated, through on-going education, hard work and integrity, to maintain a professional and ethical approach in discharging our duties in the financial services industry, which ultimately results in a value proposition to our clients, and indeed all role players in the financial services industry. We continue to educate and inform our clients on understanding how markets work, and how it impacts on their individual investment portfolios.

Services Overview

Our services address financial planning needs on a holistic basis, allowing us to integrate all relevant information.

Independent in the starting blocks

You are independent with very few commitments. Your focus is on consumption, for example buying your first vehicle and going on holidays. You save very little and therefore your financial capital is either non-existent or low.

Building a family

As we start our adult lives, after school or studies, we form relationships that over time are normally celebrated in a joyous occasion when two young people are joined together in marriage.

Achieving even more

Your family is maturing, and your focus is now on preserving and growing your wealth. For many individuals, their careers are peaking and the energy and many hours that they have devoted to their careers...

Nearing retirement

Now is the time to reap the fruits of years of hard work. The focus is shifting from the accumulation of wealth to the generation of income, as your needs will fundamentally change after retirement.

Leaving a legacy

On or after retirement, one normally consolidates your assets and you want to explore what options you have in getting the most out of your life savings.