Peter Maurer

Wealthpath Financial Services

Gold
21 Yrs Experience
Minyama, QLD 4575
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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 21
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning
  • Language spoken
    • English

Wealthpath Financial Services

Suite 7, 21 Nicklin Way
Minyama, QLD 4575

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Insight Investment Services Pty Ltd

AFSL 309996

4.65
21 Reviews
5
4
3
2
1
4.90
Clear communication
4.35
Knowledge & expertise
4.80
Customer care
4.45
Likely to recommend
Showing reviews 1—10 of 21

Sort by

5.00

"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"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"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."

  • Insurance Protection
  • Self Managed SuperFunds
  • Margin Lending
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Peter is genuine, professional and able to simplify the exhausting and stressful understanding of the financial world."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Government Assistance
  • Retirement & Pension
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"all good"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

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

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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