Assure Wealth

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.

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.