“Without Wealthpath’s advice, we would have run out of liquid assets by the time we were 76 years old”
Jack & Emelia, 56 years old.
Why Choose Us?
Peter Maurer is the owner and Principal Consultant at WealthPath Financial Services. Peter has run his successful financial planning business on the Sunshine Coast with his team since the year 2000. Along with his wife and two children, Peter moved from Melbourne in 1998 to build his new practice and to enjoy the Coast lifestyle.
What our clients say
“I Have been a client with Wealthpath for over 10 years now, and by working with the team of Wealthpath we have reached our ideal lifestyle we wanted in our retirement, thanks to the ongoing support, education, coaching of the team. The only regret we have is that we didn’t join Wealthpath sooner.”
Experience of 6 years with Peter and the team at Wealthpath
“I’ve been a client of Peter for over 6 years. During that time Peter and the team at Wealthpath have been brilliant, guiding me through the maze of self managed Superannuation options and delivering real results. In fact the results have been so positive I have been able to retire a few years earlier than expected, which is a real bonus. Peter and the team have been able to carefully balance my personal financial needs with prudent risk management, come up with cost effective solutions and monitor and update all of the investments as required. I rate Peter very highly as a financial planner and strongly recommend him to all prospective clients of Wealthpath.”
Built a long term partnership with Wealth Path
“I am absolutely delighted with Peter Maurer’s service. It is really enjoyable and refreshing to work with a financial adviser who is truly interested in my needs, circumstances and preferences.
What really impresses me is the way Peter takes the time to get discuss where I am at, his depth of knowledge, lateral thinking, and his common sense approach.
His professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend his services whenever possible. Peters’ expertise and attention to detail in handling my financial affairs could not be faulted.
I feel that I have built a long term partnership with Wealth Path, based on trust and professionalism, and look forward to many more years of advice that aligns with my personal plans for my future.”
Choose Peter as our Financial Advisor
“My Husband and I have been clients of Peter’s for more than 12 years. During that time he has safely guided us through our investment choices, GFC, our transition to retirement and life style income for the coming years.
He has always been open, honest and communicative; it’s been a great decision to choose Peter as our Financial Advisor.”
– Karen & Ian
Our successful financial journey
“Join the Family!
Over the past 6+ years, Peter & the team from WealthPath have been a part of our successful financial journey as both our & external circumstances have continuously changed. Unfortunately, Sandra had a recent health setback, the WealthPath team were unbelievable in their support & assistance during this time especially with their assistance with the success in our critical illness claim.
Unfortunately getting older doesn’t have a lot going for it; although a healthy retirement fund is something we are both looking forward to. Do yourself a favor, contact Peter & the team & join the WealthPath family & you will be well on the way.”
– Wayne & Sandra
We are now on track to clear our debts
When I got injured at work all I could think about was the fact that I couldn’t afford not to work, what would I live off. One phone call to WealthPath put my mind at ease to know that the Income Protection policy I had through them would be enough to cover my mortgage repayments as well as my day to day expenses. They even helped me fill in the forms. I’m sure it helped speed up the recovery process by not having extra stress to deal with.
We are now on track to clear our debts
Before going to see Peter at WealthPath we felt like we were going around in circles trying to pay off debt and keep on top of living expenses. After our first appointment we could see light at the end of the tunnel and we are now on track to clear our debts whilst also working on building wealth. He was able to help us bring our UK Pensions over to Australia to boost our super balances and take advantage of better tax benefits.
– Dorian & Emma
Expert in the Financial Services Area
I have been with Peter and the team since many years ago,
I have found Peter to be knowledgeable in the Financial Services area and he and the team have done a great job in advising me in the direction for the future growth of my investments.
I feel confident my choices with Wealthpath will guide me into my retirement years.
One Financial Situation
“We have known Pete from his infancy years for about ten years or so and have found him very approachable. His staff are always too eager to please and are prepared to offer their assistance at the drop of a hat. Pete and his staff work well together and his approach to one’ financial situation is very understanding and professional. He looks at every possibility of trying to get a better “deal” and outcome so at the end of the day he has one satisfied and happy client. In between the six-monthly visits, he does follow ups with a phone call to see how everything is travelling, which is good it just adds that personal touch and knowing that he is still looking out for our welfare. We are happy with the service we get from Pete and his staff, 100%, and have no inclination to look elsewhere.”
– Terry & Carol
WealthPath really helped us to get organised
WealthPath really helped us to get organised. We had super funds everywhere and couldn’t keep track of them. WealthPath helped us roll them into one fund so that now we can concentrate on planning for our retirement instead of sorting through paperwork trying to determine how much super we have.
– Drew & Sharon
“Peter has helped me get organised and on track towards my retirement and to be financially secure when I choose to retire. He has my best interests at heart.”
“We began our journey with Wealth Path in early 2011 and have been clients to this date, Although I found the initial process to be very involved, time consuming and challenging, I will never forget the feeling I had when we walked out of his office with our plan in place and knowing that we were going to reach our goals, not just hoping we would.
We have had yearly appointments or “Health Checks” with Peter since and to date are still well on track to achieve our financial goals.”
– Aaron and Lori
“Peter is willing to listens to you and makes educated us , His assessments and information is constantly looking for better ways to help you with your money and make sure your super is working the best way possible for you He does not force his opinion on to you
He always has your best interest in mind. I can recommend him & his team to help you anyway they can.”