WHAT DO OUR CLIENTS SAY ABOUT US?
At Pentagon Wealth creating strong and trustworthy relationships is paramount. We believe that wealth extends beyond finances, and is in the relationships we build through the passion of what we do. Read some testimonials from our valued clients.
Check out some of our testimonials below.
Our Director Shannon
“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.”
- G & K ANDERSON
“Shannon is friendly, caring and made things clear to me. I came away feeling happy with the way my money was getting handed. Thank you Shannon.”
- W CARPENTER
Our Director Todd
“Todd is knowledgeable, respectful, approachable and understanding of my needs. His advice is sound and not pushy. I trust him implicitly and am grateful for his expertise and guidance. Thank you Todd”
- M RUMBLE
“Todd always gives us tremendous support and advice. He never rushes us through things; he always takes time to talk with us and explain our financial situation. Todd’s expertise is always very evident to see and we find him very approachable.”
- J & B PERKINS
Our Director Matt
“We find Matthew very friendly, open and always available to assist and advise us with any concerns we may have. His expertise is invaluable and we are extremely happy with our current financial plans.
Matthew’s ability to liaise on my behalf with Government Departments is a great asset and comfort to myself and my husband. We trust Matthew with our financial future.”
- ANONYMOUS
“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.”
- ANONYMOUS
Our Director Glenda
“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”
- H FOLPP
“Meeting with Glenda is like catching up with an old friend and I feel comfortable and confident with Glenda looking after my future financial security. Having recently lost my husband Glenda has provided me with great financial advise, has explained everything in my plan thoroughly and in a way I can easily understand.”
- S MARTIN
To find out more about how Pentagon Wealth can assist with your financial goals, use our online form, tell us about your finance enquiry, and we’ll call you back to schedule an appointment. Our general response time is one business day.
Alternatively, you may like to email or call us to make an appointment.
WOULD YOU LIKE TO FIND OUT MORE?
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