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insurance agency lawyer finance

WealthPath Financial Services - Planner Sunshine Coast

7/21 Nicklin Way, Buddina QLD 4575

About

WealthPath Financial Services - Planner Sunshine Coast is an insurance agency, located at 7/21 Nicklin Way, Buddina QLD 4575, Australia. They can be contacted via phone at +61 7 5444 0675, visit their website www.wealthpath.com.au for more detailed information.

Location :
7/21 Nicklin Way, Buddina QLD 4575
Added by Jopie, at 05 September 2018

Opening Hours

  • Monday 9:00 AM – 5:00 PM
  • Tuesday 9:00 AM – 5:00 PM
  • Wednesday 9:00 AM – 5:00 PM
  • Thursday 9:00 AM – 5:00 PM
  • Friday 9:00 AM – 5:00 PM
  • Saturday Closed
  • Sunday Closed

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7 Reviews

  • Emma Temenes
    06 June 2022

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

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  • Trevor Dixon
    14 December 2021

    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

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  • Garry Nielsen
    05 March 2021

    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 .

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  • Hannah Petsalis
    18 March 2020

    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.

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  • Kylie Glass
    27 March 2019

    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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  • Maureen Edmonds
    26 March 2019

    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.

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  • Vicki Barrett
    12 September 2018

    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.

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