Pentagon Wealth - Port Macquarie

Pentagon Wealth was established in 2019 as a boutique local practice. The team has been working together for over 10 years and has decades of financial planning experience. Shannon Brown, Todd Cockshutt, Matthew Katon and Glenda Thomas are Directors and Financial Advisers. Jody Katon is a Financial Adviser Assistant. Shannon Brown has over 15 years of experience within the Financial Planning Industry. Todd Cockshutt has been in the financial advice profession for over twenty years. Matthew Katon has helped people across Northern NSW since 2007. Glenda Thomas has been part of the financial advice profession for over 30 years.

Matthew Katon holds a Master of Financial Planning (MFinPlan) and is a Fellow Chartered Financial Practitioner (FChFP). Glenda Thomas holds an Advanced Diploma of Financial Services (Financial Planning), a Graduate Diploma of Financial Planning and is a Fellow Chartered Financial Practitioner. Pentagon Wealth is based in Northern NSW and its service area covers from south of Forster, across the border into southeast Queensland and west beyond Moree. Pentagon Wealth offers services including wealth creation, Centrelink, retirement planning, superannuation, and estate planning/aged care.

Putting complicated financial arrangements into plain language is the thread that runs through most feedback on Pentagon Wealth in Port Macquarie. Todd and Shannon are singled out by name for walking clients through their options patiently, weighing advantages against drawbacks before any decisions are settled. Reviews regularly describe how multiple accounts were gathered onto a single platform, which makes tracking fund performance far simpler. The manner of the advisers is characterised as approachable, down to earth and straightforward, with recommendations tailored to each person's circumstances rather than a one-size-fits-all formula.

A detail many reviews return to is the contact kept up after the first meetings, whether the subject is superannuation, portfolio management or planning for retirement. Team members are painted as knowledgeable, warm and unhurried, and the continued monitoring of investments is said to provide steady reassurance. Several clients credit the practice with helping them reorganise their finances for near-term needs while also preparing for retirement sooner than they had anticipated managing alone. Knowing the advice is reliable and the guidance thorough gives a sense of security that clients voice again and again.