WealthPath Financial Services - Planner Sunshine Coast - Buddina, Queensland

WealthPath Financial Services, located at Address: 7/21 Nicklin Way, Buddina QLD 4575, Australia, is a trusted financial advisory firm that offers a range of services to help individuals and families plan for their financial future. With a team of experienced professionals, WealthPath Financial Services specializes in financial planning, estate planning law, insurance brokerage, and investment services.

One of the key features of WealthPath Financial Services is their commitment to accessibility. The location has a wheelchair-accessible car park, entrance, and toilet, making it easy for everyone to visit and receive the financial advice they need. Additionally, there are toilets available for all visitors.

When it comes to the team at WealthPath Financial Services, they are dedicated to providing personalized and comprehensive financial planning services. They take the time to understand each client's unique financial goals, risk tolerance, and time horizon, and then create a customized plan to help them achieve their objectives.

Their specialties include:

Financial planner: They help clients create a comprehensive financial plan that takes into account their income, expenses, assets, and liabilities. This includes retirement planning, investment advice, tax planning, and estate planning.
Estate planning attorney: They provide legal advice and guidance to help clients protect their assets and provide for their loved ones after they pass away. This includes creating wills, trusts, and other legal documents.
Insurance broker: They help clients find the right insurance coverage to protect their assets and provide for their family in case of unexpected events. This includes life insurance, disability insurance, and long-term care insurance.
Investment service: They provide investment advice and management services to help clients grow their wealth and achieve their financial goals. This includes portfolio management, asset allocation, and investment research.

WealthPath Financial Services has received excellent reviews from their clients, with an average opinion of 5/5 based on 11 reviews on Google My Business. This is a testament to their commitment to providing exceptional financial advice and service.

Reviews of WealthPath Financial Services - Planner Sunshine Coast

Garry Nielsen

5/5

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 .

Hannah Petsalis

5/5

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.

Maureen Edmonds

5/5

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.

Kylie Glass

5/5

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.

Shane McCallum

5/5

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

5/5

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

Kurt Gripske

5/5

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

5/5

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.