About Wealth Path
We understand you’d rather enjoy your life rather than worry about money. To have enough wealth to found a fulfilling lifestyle and look after you in retirement.
Let us give you that peace of mind. Whether you’re at retirement age, you own a business or are an employee, we’ll tailor a financial plan to achieve your goals and help keep you on track. we take the stress, time and complexity out of financial planning, so you can get back to enjoying life.
Our Services
Wealth Creation
Receive a plan that is tailored to your financial position, stage of life and goals. We implement it for you and help you stay on target.
Superannuation
For most of us, super will probably be the largest and most important long-term investment you’ll ever hold. Unfortunately, many people…
Debt Reduction
When used properly debt can be a very useful tool. There are some strategies that could significantly help your financial situation.
Why Choose Us
Exceptional Personal Service
Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.
Knowledge and Experience
Our Financial Advisers are highly qualified and have a breadth of knowledge and experience necessary to focus on all your important
financial matters.
Ongoing Support
Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.
A Holistic Approach
We want to understand exactly what you want to achieve in life and provide you with strategies and techniques to guide you towards your goals.
Keep You On Track
Unlike more passive advisors, we stay in contact to help you stick to your financial plan, adapt to changes and achieve your targets.
Ease and Convenience
Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.
Case Studies
Jack & Emelia, 56 years old.
“Without Wealthpath’s advice, we would have run out of liquid assets by the time we were 76 years old”
Reviews
Been with Pete for nearly a year, and he has always been an honest upfront planner, so far being with him I feel like my finances are in safe hands. Not only is he honest and fair, but a top bloke also.
Kurt Gripske
Peter has been providing us financial advise for a for years now. He has listened to our goals and steered us in the right direction to achieve these. With Peter's help we are confident that our financial future is safe and secure.
Kylie Glass
The Wealthpath team and particularly Peter have been looking after us for many years. We feel like part of the family. We also have peace of mind knowing someone with so much knowledge in the field have our best interests at heart. Peter and the team have earned our respect and gratitude.
Maureen Edmonds
pleasure to deal with , feel great knowing that I am on track to hit my Goals really appreciate the guidance knowing that I will be able to retire with no financial stress
Steven Jesperson
Peter and his staff are very knowledgeable. They have great advice and leave you feeling very secure about your finances. I would recommend them to anyone that needs financial advice.
Vicki Barrett
Peter and the team really know what they are talking about I highly recommend them to help you achieve your goals and give you piece of mind
Integral Bathroom Contractors
Peter and his team have made us feel part of the family, he takes a lot of pride in his work and he has us on track for our retirement, we can't thank him enough. I recommend Wealth Path to everyone!
Shane McCallum
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.
Graham Baker
