WealthPath Financial Services - Planner Sunshine Coast

Excellent and prompt service. Super friendly staff who are knowledgeable. We feel very looked after by the team. Xxx

Since Peter has taken on our retirement portfolios we have received excellent advice and service and could not be happier and would recommend wealthpath to anyone looking for an honest and professional service . T and G Dixon

Peter has given me the advice and guidance I needed to help with my financial planing as I head towards retirement. He takes great care and time to listen to my goals and do what is best for my individual situation . I have confidence with the strategies we have put in place and I am confident I will now have a comfortable future . I would highly recommend Peter and his team to anyone who is looking for professional advice and to set you on the right path with your financial goals .

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 and had absolutely no idea where to start with our personal insurances and what we needed to ensure we were covered. We found it extremely overwhelming and the Wealth Path team were incredibly helpful. We highly recommend Peter and his team to anyone in a similar position.

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.