WealthPath Financial Services - Planner Sunshine Coast
22 Reviews
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
About the Business
Financial Planning Sunshine Coast | Financial Advisor Sunshine Coast | Financial Planning firm based in Sunshine Coast, Queensland. Our Financial Advisor offers Investment, Wealth Creation and Insurance advice.
Contacts
Website
Call Us
+61754440675
7/21 Nicklin Way, Buddina QLD 4575
Hours
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
Features
- Wheelchair-accessible car park
- Toilets
- Wheelchair-accessible toilet
Recommended Reviews
Shane McCallum
16.10.2023
WealthPath Financial Services - Planner Sunshine Coast
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!
trevor dixon
20.09.2023
WealthPath Financial Services - Planner Sunshine Coast
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
Emma Temenes
13.08.2023
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
Garry Nielsen
09.08.2023
WealthPath Financial Services - Planner Sunshine Coast
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 .
Maureen Edmonds
26.07.2023
WealthPath Financial Services - Planner Sunshine Coast
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.
Vicki Barrett
25.07.2023
WealthPath Financial Services - Planner Sunshine Coast
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.
Hannah Petsalis
25.07.2023
WealthPath Financial Services - Planner Sunshine Coast
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.
Kurt Gripske
25.07.2023
WealthPath Financial Services - Planner Sunshine Coast
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.
Graham Baker
21.07.2023
WealthPath Financial Services - Planner Sunshine Coast
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.
Kylie Glass
21.07.2023
WealthPath Financial Services - Planner Sunshine Coast
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.
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7/21 Nicklin Way, Buddina QLD 4575
WealthPath Financial Services - Planner Sunshine Coast