Making the complex, simple
Born and raised on the Mid North Coast with over 12 years of experience within the Financial Planning Industry.
My goal is to deliver financial peace of mind to all my clients, by explaining complex strategies, in simple, easy to understand terms.
We embark on a journey together, constantly reviewing the financial strategy you have today, to make sure it continues to meet the ongoing needs of your future.
My clients value this relationship, as it has allowed them to become more confident in their financial position & excited for the years to come.
On the weekends you might see me at the local golf course, helping out in local community events or spending time with my family - wife Anna, my two children Jack & Sophie and of course Maggie the Labrador
Contact details –
Mobile: 0401 720 132
Our fees are based upon the time it takes + costs involved in providing advice to clients.
Shannon has looked after my financial needs since the start of pentagon wealth his knowledge and expertise along with understanding my needs and investments. He is professional and always communicates via whatever methods are needed as I tour our great country. You couldn't find a more dedicated and friendly adviser.
I recently had the privilege of working with Shannon from Pentagon Wealth and I must say, the experience was nothing short of exceptional. As someone who has always been a bit apprehensive about financial planning, I was pleasantly surprised by the level of expertise and personalised attention I received.
From the moment I walked into his office, I was greeted by a warm and professional team that immediately put me at ease. Shannon took the time to truly understand my financial goals, concerns, and aspirations. Their ability to listen and ask the right questions demonstrated a deep commitment to tailoring their services to my unique needs.
What sets Shannon apart is his remarkable knowledge of the Australian financial landscape. They guided me through the intricacies of investments and taxation strategies with utmost clarity. Complex concepts were broken down into easily understandable terms, empowering me to make informed decisions about my financial future.
One of the standout aspects of working with Shannon was the emphasis on education. He didn't just provide recommendations; he took the time to educate me about the reasoning behind each suggestion, ensuring I was comfortable and confident in the choices we were making together. This educational approach not only empowered me but also established a foundation of trust that is invaluable in financial matters.
Communication was seamless throughout the process. Shannon was always responsive to my questions and concerns, making me feel like a priority. Whether through face-to-face meetings, phone calls, or emails, I never felt out of the loop.
Furthermore, his holistic approach to financial planning impressed me. Shannon didn't view my finances as isolated components; rather, he considered the bigger picture, integrating my short-term goals with long-term aspirations. This comprehensive strategy gave me confidence that my financial well-being was in capable hands.
In the end, working with Shannon exceeded my expectations. He not only helped me navigate the complexities of financial planning but also instilled a sense of financial security and optimism for the future. I wholeheartedly recommend Shannon to anyone seeking top-tier financial planning services in Australia. With his expertise, commitment, and genuine care for his clients, he truly is a standout in the industry.
- Adviser status Bronze
- Number of reviews 2
- First year providing advice 2016
- Years of experience 7
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
Pentagon Wealth Pty LtdUnit 2, 157 Gordon St
Port Macquarie, NSW 2444
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Pentagon Advisory Pty Ltd