Pat is the Managing Director of Assure Wealth. Prior to this Pat Casey held executive management roles within Commonwealth Bank, Colonial First State and the Suncorp Group within wealth management and financial planning between 2003 to 2016.
Pat has built a reputation for providing high quality advice to a range of families, successful individuals, executives, and business owners.
Pat has a deep knowledge of helping couples in their 30’s, 40’s and 50’s, who’ve built successful careers or businesses, to help optimise their financial position by protecting the wealth they have built, removing the stress and complexity from managing their finances, and developing a plan to grow their wealth for the future.
Pat also works closely with people who are approaching retirement who are generally overwhelmed with the complexity that comes with retirement planning.
Financial advice fees are based on the scope and complexity of the work. All fees are disclosed and agreed upon before proceeding to engagement.
Pat provides thorough and holistic advice on how to best handle, secure and increase our assets. He first seeks to understand, before offering his tailored advice based on our individual goals and situation. Working with him we have tackled hard tasks like estate planning, investment and insurance in a simple and effective way, leaving us feeling confident about our future. I would highly recommend him to anyone seeking financial advice.
Patrick was fantastic at walking us through every step of the process, starting with getting to know us to understand what our goals were.
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 decisions. I found Patrick very approachable, nonjudgemental, supportive and genuinely interested in understanding our goals and desires before providing his advice.
Found Pat to be very well informed and extremely helpful. He Introduced us to a number of important factors that no other advisor had raised with us, e.g. some critical estate planning and tax matters. Highly recommended.
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 that he was able to address our superannuation, personal insurance and estate planning needs all at once, and ensure that all of the advice was integrated. I can highly recommend Pat to working couples leading busy lives with a growing family who are interested in building wealth and protecting their family’s financial future.
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2016
- Years of experience 7
- Graduate Diploma of Financial Planning
Assure Wealth Pty LtdLevel 5, 20 Bond St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Wednesday, Friday
- 9:00am – 6:00pm Thursday
- In person
- Video call
Walker Lane Pty Ltd