Financial Planner Sydney & Investment Advisor Caringbah

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

Click to start your 5 minute financial health check

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." - Katerina, Senior HR Manager - Sydney

Is your Family's Financial Future Secure?

Be Sure of it with Personalised Financial Advice

Assure Wealth helps growing families take total control of their finances. Design your ideal lifestyle and protect your family’s future with tailored wealth creation.

We do our best work for clients who answer 'yes' to the following questions:

1. Are you motivated to improve your financial position?
2. Do you have an increasing level of change and financial complexity in your life that requires the assistance of a specialist?
3. Do you want to outsource areas of your financial management due to a lack of time, expertise or desire to do it yourself?

What advice are you looking for?

Managing Your
Money

1-w

I Need Help
Managing My Money

We can help you get your financial house in order, and improve your cash flow and increase your savings

I want to pay off my
mortgage faster

2-w

I want to pay off my
mortgage faster

We can help you cut years off your home loan and save thousands of dollars in unnecessary interest payments

I want a financial plan
to build wealth for
the future

3-w

I want a financial plan
to build wealth for
the future

We offer a variety of financial planning services, including wealth creation, setting up investment portfolios and making sure you and your assets are well protected.

I need help with
my superannuation

4-w

I need help with
my superannuation

Superannuation is the cornerstone of retirement planning. Even though retirement may not be at the top of your mind, it’s important to get your strategy right now so you can see the benefits in future years

I need a financial
protection plan for
me and my family

5-w

I need a financial
protection plan for
me and my family

Everyone should have a backup plan just in case illness or injury derail even the best laid plans. Personal insurance can provide this backup plan for you and your family.

I want to start
a self-managed
superannuation fund

6-w

I want to start
a self-managed
superannuation fund

Self Managed Super Funds (SMSF) are becoming increasingly popular. Meet with one of our qualified advisers to see if setting one up is right for you.

"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."

- Ian (31 years old) - Journalist, Sydney.

About Pat Casey

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’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. He does this by taking clients through a 7-step process to identify, plan and implement strategies to build more wealth – 'The Assure Way'

DISCOVER MORE

Financial Planner Sydney, Financial Advisor Sydney, Financial Advisor, Investment Advisor Sydney, SMSF Adviser

Recommendation: Pat has been excellent to us in getting all our finances sorted. He took the time to understand our situation as well as relate to us and provided us with very simple explanations so we did not feel overwhelmed by it all!" – Kate, Executive Assistant - Sydney

Who we help

Couples Starting
a Family