About

Introducing WealthPath Financial Services

WealthPath Financial Services provides expert and tailored financial advice, giving you peace of mind while knowing you are on track to reach your financial goals.

Our services include professional investment management, quality customer service and advanced tools to map your financial journey and help you to reach your financial destination. More specifically, our services include the following important areas of financial management:

• WealthPath Financial Services Team
• Estate Planning
• Wealth Creation
• Superannuation & Retirement Planning
• Debt Reduction
• Insurance Services

We do this by preparing a tailored financial plan which supports your throughout your financial journey.

Who are our clients?

Our clients are individuals, couples, families and business owners on the Sunshine Coast who are unsure about how to achieve their short term or longer term financial goals.

Every client has their own unique circumstances which shape the advice we offer, however often their goals evolve based on life’s events and defined stages, for example:

• Clients aged 20 to 35 who need insurances to protect their income and assets, often for their young family.
• Clients aged 35 to 55 who would like to pay down their home loan and build wealth during the peak of their working life.
• Clients aged 55 to 65 who would like to transition to retirement or wind down from work completely.
• Clients of all ages who haven’t yet established an estate plan (often triggered when they experience difficulties with their parents’ estate).

The qualities which make WealthPath different

WealthPath Financial Services builds and protects our clients’ wealth. We also simplify financial planning concepts and jargon so our clients are empowered, educated and excited about every aspect of their financial journey.

We share their excitement and are passionate about helping them meet life’s challenges so they can stay on track to achieve their goals.

Honest, Caring, Committed and Focused: these are the attributes that underpin our work and the ongoing relationships with all of our clients.

Why talk to Peter?

We like helping people find the reason and purpose for getting out of bed every morning, to head off to work and to stick to their goals. We enjoy great satisfaction in seeing our clients achieving their goals and dreams.

Peter is a person of his word and will work hard to help you achieve your goals. Our fees are transparent and fair.

The first appointment is complimentary and obligation free so you have nothing to lose and so much to gain.