Matthew expertly guided me through a process that I was very nervous about as I have no experience or knowledge of more complex financial management. He explained everything clearly and put my nervous mind very much at ease. Matthew showed a genuine care and empathy in helping me achieve the goals we set out to achieve. I came to Matt from another adviser and could not be happier that I did.
We have known Matt for approx 3 years in both Westpac & Pentagon Wealth. He has supported us with retirement financial advice having first gained a thorough understanding of our needs and our existing financial position. Our confidence with his abilities has grown consistently over that time. Matt always provides assistance or advice when we request it. Whilst our relationship is maturing we do feel very confident that Matt has our interests at heart and we have no reason, to date, to doubt that he will continue to meet our needs to the best of his ability.
Matthew has a very engaging personality and is able to discuss all options very clearly . He has demonstrated to us a wealth of knowledge in financial matters regarding superannuation and investments. Matthew's expertise makes us feel extremely confident in the advice and care he gives to us to meet our particular needs.
Pentagon Wealth Pty Ltd75 Victoria St
Grafton, NSW 2460
- 9:00am – 5:00pm Monday – Friday
- Adviser status Platinum
- Number of reviews 3
- First year providing advice 2007
- Years of experience 16
- Master of Financial Planning
Pentagon Advisory Pty Ltd