Pentagon Wealth

The Pentagon Wealth story is one of contrasts – with change, flexibility and new beginnings being born from stability, strength and experience. There are five founders of Pentagon Wealth and we share a common history, with a long and successful association with each other as Financial Planners within the former Westpac/BT Advice business. The strength of the team was recognised when their Northern NSW team was awarded the BT Advice team of the year in 2018. With decades of financial planning experience, the team have built strong and loyal client relationships. With 2019 came a period of significant change within the banking sector, and financial planning profession more broadly, and the founders of Pentagon Wealth believe that these changes present a unique opportunity to reshape financial planning at a local level. While Pentagon is a nod to the five founders, it also reflects the five pillars of holistic financial planning. While some may equate Wealth solely with financial security, we also strongly believe Wealth is found in the value of relationships, and the confidence and security that creates. Todd Mobile: 0432 583 380 Email: todd@pentagonwealth.com.au Glenda Mobile: 0456 287 Email: glenda@pentagonwealth.com.au Jane Mobile: 0409 671 Email: jane@pentagonwealth.com.au Matt Mobile: 0423 450 165 Email: matt@pentagonwealth.com.au Shannon Mobile: 0401720132 Email: shannon@pentagonwealth.com.au