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.
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:
- WealthPath Financial Services Team
- Estate Planning
- Wealth Creation
- Superannuation & Retirement Planning
- Debt Reduction
- Insurance Services
We do this by preparing a tailored financial plan which supports your throughout your financial journey.
Peter has always kept me informed and showed how i am tracking towards my goals which makes me feel confident to know that if i keep following his advise i will be okay in my latter years
Peter set up me up with a new super fund that has the potential to help me out greatly for when retirement comes. Peter has exceptional knowledge of all aspects of the process and has my best interest in mind. As a young person with not a lot of knowledge in this field I feel confident and at ease with what Peter has been able to do for me.
Have been collaborating with Peter on insurances, our financial position & financial goals for the future for the best part of the last decade or thereabouts. During that time Peter has met with us periodically to review our position & given advice relative to that time with the future in mind. Of course I cannot say for sure if we would be better off or worse off financially if we had taken another path & engaged with another entity in lieu of Peter, but I can say in the last decade Peter has helped us to be better off financially than we were when we started with him and he has been patient with us. They say to change nothing means nothing will change. To anyone reading this I'd suggest you give Peter a chance & with any luck, & some carefully considered planning with Peter, change will be made for you for the better.
i have 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.
Peter is genuine, professional and able to simplify the exhausting and stressful understanding of the financial world.
- Adviser status Silver
- Number of reviews 21
- First year providing advice 2001
- Years of experience 22
- Graduate Diploma of Financial Planning (Advanced)
Direct Wealth Pty Ltd209d Given Terrace
Paddington, QLD 4064
- 9:00am – 5:00pm Monday – Friday
Alliance Wealth Pty Ltd