Sunflower field in Darling Downs region near Toowoomba, overlooked by a pink sunset.

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Toowoomba Financial Planners

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Let’s make sure we’re the right fit. Here’s who we help:

  1. Families investing in their future

  2. Planning for retirement 5+ years out

  3. Individuals managing their own financial affairs after a divorce or death of a loved one

  4. Toowoomba locals dealing with a TPD payout


We don't typically work with clients who are after one-off transactional advice.

We partner with clients who want an adviser who truly cares about their family and financial goals, and will become part of your team for the long term.

If this sounds like you, let's catch up for a 15-minute chat.

  • "Pathwise Wealth brings structure and strategy to my finances, providing clear, simple advice that cuts through complexity and supports better long-term decisions. Their guidance has helped turn uncertainty into an organised plan with clear direction and purpose. What I value most is their practical, disciplined approach, grounded in sound reasoning rather than sales or hype. As a result, the relationship is built on trust, with advice that is straightforward, reliable, and focused on outcomes that genuinely matter."

    — Dale Robbins

  • "I went to Peter about two weeks after my husband’s death, overwhelmed and unsure where to start. I plonked a pile of paperwork on his desk and he calmly sorted through everything and put it in order. When my husband’s super came through, he managed that too. Peter now looks after my finances, and I genuinely don’t know what I would have done without him."

    — Catherine Brown

  • "We have been clients of Peter for 4 years and he is forward thinking and carefully analyses our goals and those strategies that suit our particular needs before making any recommendations. We feel, in any of our dealings, that Pathwise ensures we are fully informed and satisfied that decisions will be carried out appropriately and in a timely manner. All staff we have had dealings with have always been helpful and courteous. It has never been too much trouble for Peter and his team to answer any questions we have had and to make any investigations necessary to provide the appropriate answers and make us feel comfortable about decisions made. "

    — Mark & Caroline Byrne

  • "I have known Peter for many years being in the industry myself. Even though I am in the financial planning industry, I am a big believer of allowing professionals to manage key areas of my life as I am time poor. Peter and the team have done a fantastic job of managing mine and my wife's wealth. In particular their Relative Momentum model has provided great returns in sometimes challenging markets. Highly recommend Pete and the team."

    — David Crawford

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