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. But Pentagon is, more importantly, also appreciated by long-standing clients who have had extended relationships with the respective financial advisors.


Colla Kruger

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

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

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

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.


Max Coetzee

Max joined Old Mutual during 1986 as a representative and after just one year he joined the team of top agents in 1987. He was also awarded with the status of Master Salesperson: Diamond. He decided early in his career to build a practice and today has clients that he served for more than 27 years.

Max joined ABSA brokers in 1993 in their Bankfin division. In 1997 he was the National Champion and also received one of only three dolphin awards for exceptional service to the ABSA Broker Group.

In 1999 Max started an independent brokerage, Majesco and was an associate of APS from 2006.

Max already passed the RE1 and RE5 exam as required by the Financial Services Board and also holds a certificate in Financial Planning.


Gerhard Roux

Prior to 1992 Gerhard Roux followed a career in Banking where he was exposed to Corporate Finance, in which department he achieved the national first prize in marketing for being instrumental in the discounting of lease – contracts.

Thereafter he specialised in Investment Management becoming a Director of Professional Project Facilitators (Pty) Ltd, the latter being one of the first financial service providers to register with the FSB. In 1999 he was a founder member of the national Pentagon Investment Management Group where he acted as executive Director for Marketing.

Gerhard followed a Business and Management Development Program at the University of Pretoria’s Post Graduate Business School and holds a certificate in Financial Markets(Wealth Management).

He already passed the RE1 regulatory exam required by the Financial Services Board.


Calvin Kruger

Calvin Kruger is a goal orientated investment adviser working as a representative at Pentagon Financial Solutions.

He completed his B Comm (Economics) degree at the University of Pretoria and is currently enrolled for his post graduate studies in Financial Planning (CFP) through the University of Stellenbosch.

He already passed the RE1, RE3 and RE5 regulatory exams required by the Financial Services Board.

He has experience in the investment advice and management industry and has excellent problem-solving skills.