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.
We have been working with Todd for a long time now and have always felt extremely confident with the advice he has given us. Todd is very approachable, easy to talk to and generous with his time. Todd always listens to our questions and responds to our needs. We are immensely happy that Todd is our financial adviser.
Brian and I always find Todd's advice very easy to understand and he is always available when we require to get in touch, he always provides high quality financial advice.
Todd has been advising me on superannuation and investments for a couple of years now. He always explains things to me in a clear and concise way and I appreciate the fact that he takes the time to understand my personal situation and ever changing financial needs. Todd is always approachable, down to earth, easy to talk to and I have a great deal of confidence in his knowledge and experience and I feel at ease knowing he always has my best interests in mind.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2001
- Years of experience 22
- Bachelor of Commerce
Pentagon Wealth Pty LtdUnit 2, 157 Gordon St
Port Macquarie, NSW 2444
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Pentagon Advisory Pty Ltd