Todd Cockshutt

Pentagon Wealth Pty Ltd

Gold

23 Yrs Experience

Port Macquarie, NSW 2444

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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.

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

5.00 June 2020

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.

4.75 January 2020

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.

5.00 September 2019

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
Rating 4.92
Number of reviews 3
First year providing advice 2001
Years of experience 23
Highest qualification
- Bachelor of Commerce
Language spoken
- English

Pentagon Wealth Pty Ltd

Unit 2, 157 Gordon St
Port Macquarie, NSW 2444

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

Pentagon Advisory Pty Ltd

AFSL 530707

Todd Cockshutt

Pentagon Wealth Pty Ltd

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Pentagon Wealth Pty Ltd

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