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 380Email: todd@pentagonwealth.com.au GlendaMobile: 0456 777 287Email: glenda@pentagonwealth.com.au JaneMobile: 0409 777 671Email: jane@pentagonwealth.com.au MattMobile: 0423 450 165Email: matt@pentagonwealth.com.au ShannonMobile: 0401720132Email: shannon@pentagonwealth.com.au

Website: pentagonwealth.com.au

Employees: 5 - 9

HQ: N/A

Location: N/A, NSW, AU

Revenue: 1 - 2.5 Million

Pentagon Wealth: A New Chapter in Financial Planning In an industry where change and uncertainty can be daunting, Pentagon Wealth stands out as a beacon of stability, strength, and experience. Founded by five seasoned financial planners, Pentagon Wealth is a new beginning born from a long and successful association within the former Westpac/BT Advice business. With decades of financial planning experience under their belts, the team has built strong and loyal client relationships, culminating in the Northern NSW team being awarded the BT Advice team of the year in 2018. The name Pentagon Wealth is a nod to the five founders, but it also represents the five pillars of holistic financial planning that the company upholds. While financial security is, of course, a crucial aspect of wealth, Pentagon Wealth believes that true wealth encompasses the value of relationships and the confidence and security that comes with it. This philosophy is reflected in the company's mission to reshape financial planning at a local level, capitalizing on the changes within the banking sector and financial planning profession. With a strong focus on personalized service, Pentagon Wealth offers a comprehensive range of financial advisory services. Their team of experienced financial planners, including Todd, Glenda, Jane, Matt, and Shannon, are dedicated to helping clients achieve their financial goals. Whether it's creating a sustainable retirement income, protecting assets, or growing wealth, Pentagon Wealth has the expertise and commitment to guide clients through every stage of their financial journey. In conclusion, Pentagon Wealth is a breath of fresh air in the financial planning industry. With a solid foundation built on experience, stability, and a client-centric approach, the company is poised to make a positive impact in the lives of their clients. As they embark on this new chapter, Pentagon Wealth is set to redefine the standard of financial planning in NSW and beyond.

Pentagon Wealth is a team of five experienced financial planners who have worked together for many years. They have a strong history of building loyal relationships with their clients and have been recognized for their excellence in financial planning. In 2019, the banking sector and financial planning profession went through significant changes, and the team at Pentagon Wealth saw this as an opportunity to create a new and better way of providing financial planning services at a local level. The name Pentagon Wealth represents the five founders and the five key areas of holistic financial planning. They believe that wealth is not just about financial security, but also about the value of relationships and the confidence and security that comes with it. If you would like to contact any of the founders, their contact information is provided below: Todd: 0432 583 380, todd@pentagonwealth.com.au Glenda: 0456 777 287, glenda@pentagonwealth.com.au Jane: 0409 777 671, jane@pentagonwealth.com.au Matt: 0423 450 165, matt@pentagonwealth.com.au Shannon: 0401720132, shannon@pentagonwealth.com.au