WealthPath Financial Services Reviews

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WealthPath Financial Services - Planner Sunshine Coast

WealthPath Financial Services - Planner Sunshine Coast
WealthPath Financial Services - Planner Sunshine Coast
5 out of 5 stars
10 reviews
7/21 Nicklin Way
Buddina QLD 4575, Australia
(07) 5444 0675
WealthPath Financial Services - Planner Sunshine Coast
Hannah Petsalis
5 out of 5 stars
Peter and the team at Wealth Path have set us up for the future and made us feel a million times more comfortable for our future. We have two small children...
WealthPath Financial Services - Planner Sunshine Coast
Maureen Edmonds
5 out of 5 stars
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...
WealthPath Financial Services - Planner Sunshine Coast
Kylie Glass
5 out of 5 stars
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. ...
WealthPath Financial Services - Planner Sunshine Coast
Kurt Gripske
5 out of 5 stars
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...
WealthPath Financial Services - Planner Sunshine Coast
Shane McCallum
5 out of 5 stars
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...

TESTIMONIALS


“Peter has helped me set up my retirement plan and i feel confident i am on track to achieve my goals. It gives me peace of mind knowing that i have a strategy in place to keep my financial position secure. “

 


Max


“Peter has always had our interests first and has given good advice with our super even to explaining all avenues which we could take, before we made a choice of funds. He has always given good advice and we have been happy with his service. We also believe Peter is honest and trust worthy in his dealings with his clients.”


Trevor


“Peter has been our financial planner for a few years now and has given us advice in areas including superannuation, investments, retirement planning, wills and estate planning. Peter has always explained things to us a clear manner which has helped us make informed decisions based on his advise. We are confident that the advise given was right for our needs as we have continually met the financial goals that we have set for ourselves.”


Kylie


“Happy with discussion and advice received from Peter and hope to build a good relationship for financial advice in to the future.”

Paul


“Peter was very helpful, patient and knowledgeable.”

Kirk


“I’ve dealt with Peter for quite a long time now and have found him to be very understanding of our needs & how to achieve our goals. He always keeps in contact and keeps me up to date with any changes in the industry that I should be aware of. Extremely helpful recently and a genuine nice guy.”


Lindsay


“Peter has given me advice in areas including loan products, super funds, financial advise, estate plans and managing debt. Peter has always been able to explain things to me in a clear way. Through Peter’s knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Peter’s full care and attention when I needed it.”


Shane


“i happy with every thing at the moment with Peter advice because i don’t no a lot about investments “


Henry


“Peter has been managing our financial needs for many years. We know that Peter is always willing to meet with us and go over any of our needs and or questions. His explanations are thorough, but sometimes the complicated financial topic can be confusing. Peter is a always willing to explain it if necessary in several different ways until we totally grasp what his advice is. We are confident Peter works very hard to stay up to date in an ever changing field. We trust Peter because he has earned that trust. “


Maureen


“Peter has been my financial advisor for many years and has been nothing but upfront and professional. He always listens to my questions giving honest, in depth information to explain the investment strategies he believes is most beneficial to my portfolio. I have 100% faith and confidence in Peter and his team at Wealthpath.”


Maureen


“Peter has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Peter was usually able to explain things to me in a clear way. Through Peter’s knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Peter’s full care and attention when I needed it.””


Adrain


“Trust and consistency rate very highly for me when it comes to understanding and expanding my awareness of financial issues. Peter’s ongoing attention and professional recommendations have always been very useful”


Marcus


“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


“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. “


David


“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