Open landscape with rolling hills, a windmill, and a partly cloudy sky near Toowoomba. The Darling Downs region.

Toowoomba Financial Advisers

Where straight-up advice meets good old-fashioned relationship building and over 80 years of combined experience.

Book a chat
Peter Walters and Stan Moffatt in business casual attire sitting on and leaning against a blue armchair in a modern interior, with a framed artwork on the dark wall behind and large windows showing Toowoomba outside.

Our Story

It's a common problem - good people earning good money, but it comes in and goes out just as quick. No clear plan for the future, and that nagging feeling they should be further ahead by now.

That's exactly why we created Pathwise Wealth (formerly the financial planning arm of THL Finance Partners) - to give Toowoomba a fresh approach to financial planning, where straight-up advice meets good old-fashioned relationship building and over 80 years of combined experience.

We don't do jargon or overcomplicated statements. We do practical solutions that make sense, delivered by people who actually care about your outcomes.

A circle with orange markings showing the rotational, cyclical nature of life. Pathwise Wealth icon.
A diagram showing a projectile being launched from a triangle, following a curved trajectory with a dotted green line, ending at a circular target.

Why We Do What We do

There's a quiet satisfaction in knowing we've made someone's life easier, more secure, and full of possibility.

We know money doesn't exist in isolation - there's a sweet spot where wealth, health and opportunity all come together, and we love helping people recognise and grab those moments.

We're problem solvers who happen to be good with numbers, but mostly we love that moment when we see the mental load lift and everything clicks together for someone.

We take what we do seriously, but we also like to have a laugh. Because talking about money doesn't have to feel like a root canal.

Meet the Team

  • Financial Planner Peter Walters in a dark suit, light blue shirt, and glasses sitting on a blue couch, smiling at the camera, with a window showing an outdoor view in the background.

    Peter Walters

    Principal Planner

    Meet Peter
  • Financial Planner Stan Moffat with glasses, smiling, sitting on a blue armchair in an office with large windows and a city view.

    Stan Moffatt

    Financial Planner

    Meet Stan
  • Paraplanner Karen Donnelly with shoulder-length blonde hair and a smile, wearing a teal blouse and black pants, sitting on a blue sofa in a bright room with large windows and outdoor scenery in the background.

    Karen Donnelly

    Paraplanner

    Meet Karen
  • Client Service Officer Kristy Churchill with long brown hair, smiling, sitting comfortably on a blue sofa in a well-lit room, wearing a bright blue blouse and beige pants.

    Kristy Churchill

    Client Service Officer

    Meet Kristy
  • Client Service Officer Jarrad Mason smiling with glasses sits on blue sofa in a well-lit room with large window, wearing a light blue shirt, beige pants, and dark shoes.

    Jarrad Mason

    Client Service Officer 

    Meet Jarrad

  • Charlotte Gugliotti

    Client Service Officer

  • Lachlan Williamson

    Client Service Officer

  • Jhoana Gamis

    Paraplanner

A street in Toowoomba lined with purple flowering trees and green trees on a sunny day.

The Toowoomba Advantage

Our reputation is built on real results for real people, and the word travels fast in a place like Toowoomba.

We're not trying to impress you with our vocabulary or overwhelm you with jargon. We're here to have an honest conversation about your money and help you make informed decisions that put you in a better position.

Being based in Toowoomba gives us something the big city firms can't offer - we actually know our community. We understand what matters to local families, professionals, and business owners because we're part of it.

Book a chat