YOUR FUTURE IS OUR BUSINESS!
WELCOME TO PENTAGON WEALTH!!
At Pentagon Wealth we are passionate about creating positive financial solutions for our clients. We are driven by our values to enrich lives and participate in peoples future financial security. We pride ourselves on the service we provide and the relationships we build. Our approach to Financial Planning is to help clients understand their current financial world and focus on navigating pathways to better financial outcomes. We take an holistic approach and place importance on the value of building a relationship that fosters confidence and mutual respect.
HOW CAN WE HELP YOU ACHIEVE YOUR FINANCIAL GOALS??
OUR PURPOSE
Our approach to Financial Planning is to help clients understand their current financial world and focus on navigating pathways to better financial outcomes. We take an holistic approach and place importance on the value of building a relationship that fosters confidence and mutual respect.
PENTAGON WEALTH JOURNEY OF ADVICE
WHAT OUR CLIENTS THINK!
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“We are very happy with Shannon. He has a great dynamic approach to what is a very dynamic job, watching over our future whilst maintaining an individual focus. He is a keeper.”
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“Matthew has always been professional and courteous. He has gone out of his way to assist my wife and I understand our investments and how they operate. We are very happy with this last twelve months returns and look forward to achieving our goals in the future.”
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“Todd is knowledgeable, respectful, approachable and understanding of our needs. His advice is sound and not pushy. I trust him implicitly and am grateful for his expertise and guidance. Thank you Todd”
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“Glenda shows a genuine concern for our family and has our best interests at heart. She is honest, knowledgeable and practical. She listens to our needs and finds solutions that fit. I know our financial situation is in great hands”
MAKE AN ONLINE ENQUIRY
Use the form below to tell us about your finance enquiry, and we’ll call you back to schedule an appointment. Please be as detailed as possible. You may also email or call us to make an appointment. Our general response time is one business day.
GENERAL ENQUIRIES
enquiry@pentagonwealth.com.au
0401 318 264
OFFICE HOURS
Monday - Friday
9:00am - 5:00pm
HEAD OFFICE LOCATION
2/157 Gordon Street,
Port Macquarie NSW 2444