We help you make smarter money decisions, declutter your finances, and build your own financial game plan to take you from where you are today, to where you want to be. Take the 5 minute financial health check to generate a free PDF report that measures your level of financial health.
Patrick has taken something that I found originally overwhelming and communicated it to me in such a way that I now feel empowered to make great financial decisions.I found Patrick very approachable, non judgmental, supportive and genuinely interested in understanding our goals and desires before providing his financial advice.
Patrick has taken something that I found originally overwhelming and communicated it to me in such a way that I now feel empowered to make great financial decisions.I found Patrick very approachable, non judgmental, supportive and genuinely interested in understanding our goals and desires before providing his financial advice.
Services
Recommendation: The whole process with Pat was informative and thorough, yet easy going and accommodating of our needs. He took the time to listen to our wants ad concerns and walked us through the options available for our finances. I highly recommend Assure Wealth's services.
Pat Casey is a 13-year senior executive turned Financial Planner, who has held executive management roles within Colonial First State and the Suncorp Group in their wealth management and financial planning divisions.Pat left the big end of town to pursue a career helping other successful people build more wealth, bring structure to their finances, pay off their mortgage faster and reduce the stress that comes with worrying about money.
Pat Casey is a 13-year senior executive turned Financial Planner, who has held executive management roles within Colonial First State and the Suncorp Group in their wealth management and financial planning divisions.Pat left the big end of town to pursue a career helping other successful people build more wealth, bring structure to their finances, pay off their mortgage faster and reduce the stress that comes with worrying about money.
Our clients come from a broad range of backgrounds, and they include professionals, mid and senior level executives, individuals, families, and business owners. The clients who engage with us are looking for tailored, sensible advice explained in a way that is easy to understand. They seek an experienced, capable and safe set of hands to help them navigate their changing circumstances over time, and to help preserve and grow their wealth.
Good advice from an experienced, well-informed Financial Planner can help you save money, protect against risk, manage debts, grow your assets, reduce tax liabilities, plan for retirement, identify entitlements for government benefits, and plan what inheritance is to be left to your dependents. An Assure Wealth Financial Planner's responsibility is to the client, not to a product manufacturer or a bank.
If you are having some challenges to do so, do not hesitate to contact us and we will allocate the next available advisor to you. For a comprehensive summary of the Assure Wealth service offer, our people and our financial planning process, download our Corporate Brochure. We hope you find it helpful in building your wealth education and learning more about us.
Reviews (6)
Dani Barclay
Jul 23, 2021
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Patrick has assisted use immensely in our financial planning and decision making process. Using systems to demonstrate our options and providing us with great and practical feedback to implement plans into actions. Our financial goals are very clear now - this has made a huge difference to our level of comfort day to day. We highly recommend reaching out to Patrick and consulting him.
Kate Marais-Piper
Jul 24, 2018
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Josie Barron
Oct 17, 2017
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Matthew Malouf
Sep 24, 2017
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I was running a successful business, writing a book and raising a young family so I wanted to make the most of my down time by spending it with my family and catching up with friends. I’d always kept a close eye on my personal finances, however as the complexity of my circumstances grew, I realised that it was time to search for the right Financial Planner to partner with. We’d seen other professionals such as Financial Advisers and Lawyers in the past, however it seemed like each was disconnected from the other and rather than make my life easier it added more and more complexity.
Once we
Once we
Danielle Malouf
Sep 13, 2017
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As a Primary School Teacher and a mum of three young children I knew that a number of areas of our personal finances, insurance and estate planning needed attention. However, I needed to find someone who came highly recommended and that I trusted to look after my family’s financial security. In the past we had engaged with professionals who provided advice in one specific area in isolation, however they failed to bring all of the pieces of the puzzle together. This added extra complexity as our family grew and our financial circumstances evolved.
When we engaged with Pat the biggest relief was
When we engaged with Pat the biggest relief was
Ian Paterson
Jun 15, 2017
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