Patrick Casey

Assure Wealth Pty Ltd

8 Yrs Experience
Sydney, NSW 2000

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.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Financial advice fees are based on the scope and complexity of the work. All fees are disclosed and agreed upon before proceeding to engagement.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Assure Wealth Pty Ltd

Level 5, 20 Bond St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Wednesday, Friday
  • 9:00am – 6:00pm Thursday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Walker Lane Pty Ltd

AFSL 509305