Pentagon Wealth is a Port Macquarie-based financial planning firm dedicated to providing positive financial solutions for its clients. With a focus on enriching lives and ensuring future financial security, the team at Pentagon Wealth prides itself on the strong relationships they build with clients. Their holistic approach to financial planning involves helping clients understand their current financial situation and guiding them towards better financial outcomes through personalized strategies.
Established by a team of experienced financial advisers including Shannon Brown, Todd Cockshutt, Matthew Katon, Glenda Thomas, and supported by Jody Katon, Pentagon Wealth has been serving clients in Northern NSW for over a decade. The firm’s philosophy revolves around the belief that true wealth extends beyond financial security to encompass the value of relationships, confidence, and security. By fostering mutual respect and trust with clients, Pentagon Wealth aims to deliver tailored financial advice that meets individual needs and goals.
With a strong focus on client satisfaction and a commitment to simplifying complex financial concepts, Pentagon Wealth has built a reputation for providing quality financial guidance and support. The team’s extensive experience in the financial planning profession, coupled with a client-centric approach, has enabled them to establish long-lasting relationships with a diverse range of clients spanning across Northern NSW. By prioritizing client well-being and financial success, Pentagon Wealth continues to be a trusted partner in helping individuals navigate their financial journeys with confidence.