Todd Cockshutt

Pentagon Wealth Pty Ltd

Gold
21 Yrs Experience
Port Macquarie, NSW 2444

My daughter asked me “what do you do at work?”.  It made me think and I realised that what I do and how I do it are two different things. 

What I do is give my clients their best financial future by helping them make smart financial decisions. 

How I do it is by developing strategies around retirement, superannuation, investments, estate planning, insurance or more. I do it by having a close working relationship with my clients and reviewing their situation, strategies and investments regularly.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Pentagon Wealth Pty Ltd

Unit 2, 157 Gordon St
Port Macquarie, NSW 2444

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Pentagon Advisory Pty Ltd

AFSL 530707