Patrick Casey

Assure Wealth Pty Ltd

Silver
6 Yrs Experience
Sydney, NSW 2000
Pat Casey is a former 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 and reduce the stress that comes with worrying about money. Pat’s unique level of experience and insight allows his clients to achieve a higher level of financial success, with the peace of mind that they have taken control of their financial future.  Pat works closely with people in their 40's and 50’s who wish to accumulate more wealth and build passive income streams.  Finally, Pat has a keen interest in helping couples who have accumulated more than $250,000 in superannuation between them, are frustrated with their current superannuation funds and are interested in starting their very own self-managed superannuation fund (SMSF).

Expertise

  • 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

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 6
  • First year providing advice 2016
  • Years of experience 6
  • 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

Licensed by

Walker Lane Pty Ltd

AFSL 509305

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"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."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Patrick was fantastic at walking us through every step of the process, starting with getting to know us to understand what our goals were."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since engaging Pat Casey as our Financial Planner, he has brought Financial Planning, Personal Insurance, Business Insurance, Asset Protection and Estate Planning together into the one plan in order to take the complexity away from managing our finances. Pat was able to point out areas in which we needed to take action, then made it happen in order to protect and grow our wealth. I now have a plan in place to grow and protect my wealth, plus my wife and family have the comfort that if something was to happen to me, my assets will go to the right people, at the right time in the most tax effective way possible. Throughout my dealings with Pat I found him to be honest, straight-talking and knowledgeable and I would recommend his services to other successful business owners who are looking for a Financial Planner."

  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2002

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2006

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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