Pentagon Wealth - Port Macquarie

I’ve been working with Shannon for over 10 years, and I honestly can’t recommend him highly enough. From day one, Shannon has taken the time to truly understand my goals and build a financial plan that grows and evolves with me. He’s incredibly knowledgeable, trustworthy, and always explains things in a way that’s easy to understand, which makes me feel confident in every decision we make. If you’re looking for a financial planner who genuinely cares about your long-term success and takes the time to make things clear and approachable, Shannon is absolutely the person you want in your corner.

It has been my pleasure to get to know Shannon at Pentagon Wealth. He is very friendly and knowledgeable in his role as my financial advisor. After losing my husband, I had many questions regarding merging superannuation funds, Centrelink and moving forward. He has a very easy way of explaining the more complex issues and informed me of the costs and alternatives before I chose the appropriate plan. He has been a great help to me and my family at a very difficult time. I'm very happy to continue with Shannon at Pentagon Wealth, can't recommend the services high enough.

Todd and the team at Pentagon Wealth have far exceeded our expectations. What could have been a complex and overwhelming process was made clear, straightforward, and easy to understand. They consolidated all our accounts into a single, user-friendly platform, making it simple to track the performance of our funds. We appreciated how thoroughly they walked us through our options, taking the time to explain both the advantages and potential drawbacks of each choice. Their professionalism and guidance gave us complete confidence in our financial plan. Our only regret is not reaching out to them sooner.

Shannon Brown of Pentagon Wealth came highly recommended by several close friends. We do not live in Port Macquarie, but that is not a problem with modern Technology. Pentagon wealth is a progressive company with a relatively small team who have merged from a Banking background. They have country ideals and values and believe in taking time and effort with their customers. Customer service is a high priority with this team.

Monica & I are very happy with the service & the handling of our portfolio from Todd at Pentagon Wealth. Thanks Todd your amazing .Wayne.

Expert advice from fantastic people! I am very happy with the service provided and will continue to use them for many years to come. Thankyou Shannon & Pentagon Wealth

On entering the Pentagon Wealth office I always feel welcomed. I am introduced to other staff members and offered refreshments. Shannon shows me into his office and then it's down to work of explaining my Portfolio, I tell him "I know more a how the heart works than shares". As long as Shannon is happy I am happy and he tells me I have enough finance to see me through, I am 84yo.