About
Peter Maurer, run's a successful financial planning business at the Sunshine coast since the year 2000. Along with his wife and 2 kids, they moved up from Melbourne in 1998 to the Sunshine coast for the relaxed lifestyle.
What we do at WealthPath
We help people achieve the lifestyle they want and deserve by setting up:
• Estate planning
• Wealth creation
• Superannuation
• Wealth protection.
We do this by a detailed financial plan so our clients can achieve their goals.
Why we do it?
I like helping people find the reason and purpose for why they get out of bed every morning and go to work. I also get a kick out seeing clients achieve their goals and dreams.
Who you do this for?
• Clients aged 20 to 35, who need insurances to protect their families.
• Clients aged 35 to 55, who want to pay down home loans and build wealth.
• Clients aged 55 to 65, who want to retire
• Clients of all ages who haven’t set up an estate plan
Why we are different?
Honest, Caring, Committed, Focused, these are the attributes we believe in and is how we define our ongoing relationship with our clients.
At WealthPath we give our clients peace of mind, by helping them with a track to follow, which will lead them to the lifestyle they want and deserve.
Why you should do business with Peter?
I am a person of my word and I know I can help you achieve your goals. We charge a transparent, fair fee and the first appointment is on WealthPath, so you have nothing to lose, but a lot to gain
Articles by Peter
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Financial Planning Sunshine Coast | Wealthpath
Financial Planning Sunshine Coast | Wealthpath
By Peter Maurer
Activity
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The words we speak matter. That’s why I believe we need to speak words of truth and hope not only to ourselves but to others as well. Here are 20…
The words we speak matter. That’s why I believe we need to speak words of truth and hope not only to ourselves but to others as well. Here are 20…
Liked by Peter Maurer
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I'll admit it. My soul split in half March 2019. I got hit by a drunk/drugged driver. I'm so grateful to be here (the driver is not), but the…
I'll admit it. My soul split in half March 2019. I got hit by a drunk/drugged driver. I'm so grateful to be here (the driver is not), but the…
Liked by Peter Maurer
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It's my final post of the year! Time to hang up my sparkling heels and enjoy down-time with the family. 🎄 Wishing you all a merry Christmas and a…
It's my final post of the year! Time to hang up my sparkling heels and enjoy down-time with the family. 🎄 Wishing you all a merry Christmas and a…
Liked by Peter Maurer
Experience
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Wealthpath Financial Services
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Education
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1 person has recommended Peter
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Insurance Brokers Sunshine Coast Whether you’re a young single or managing a busy family, having the right insurance provides great peace of…
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Sunshine Coast Estate Planning Estate planning is the process of arranging for your assets to be dealt with, after death, in accordance with your…
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Young Families : Financial Planning for Young Families Your life as a family has started and things might be a lot different to when you were young…
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Pre - Retirees : Financial Planning for Pre-Retirees Your children are grown up and have most likely started their own lives and families, plus your…
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Estate Planning and Wealth Ensuring you have an up-to-date and valid will is a central tenet of good financial planning, so it’s a little surprising…
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Simple ways to save money The sooner you start, the more you can save. Find out how to make a savings plan that motivates you and use our tips to…
Simple ways to save money The sooner you start, the more you can save. Find out how to make a savings plan that motivates you and use our tips to…
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Self Managed Superannuation Wealthpath Financial Services, Financial Planners in Buddina can assist you with your self managed…
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