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:
We do this by preparing a tailored financial plan which supports you throughout your financial journey
Our clients are individuals, couples 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:
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.
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.
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.