About Me

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 around the Mid North Coast .Contact details – Port Macquarie to Coffs Harbour Email: shannon@pentagonwealth.com.au Mobile: 0401 720 132 Website: https://www.pentagonwealth.com.au