About Pat Casey
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." – Ian (31 years old) - Journalist, Sydney
About Pat Casey
Pat Casey has over 20 years’ experience in financial services, having previously held executive management roles at Colonial First State and the Suncorp Group within their wealth management and financial planning divisions.
Pat left the big end of town to pursue a career helping 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. He does this by taking clients through a 7-step process to identify, plan and implement strategies to build more wealth.
Pat has a particularly deep knowledge of helping people in their 40’s and 50’s, who’ve built successful careers or businesses, to strengthen their financial position by protecting the wealth they have built, then removing the stress and complexity from managing their finances, and finally developing a plan to build more wealth for the future.
Pat also works closely with people in their 50’s and 60’s who are approaching retirement and are unsure when they will be able to retire, if they can afford to retire, and are generally overwhelmed with the complexity that comes with superannuation and planning for retirement.
Qualifications
- Bachelor of Commerce (with Merit) - University of Wollongong
- Graduate Diploma in Financial Planning – Securities Institute of Australia
- Self-Managed Superannuation Funds – Kaplan Australia
- ASX Accredited Listed Product Adviser (ALPA) – Kaplan Australia
- SMSF Specialist Course – University of Adelaide & SuperConcepts
Meet The Team
Amie Getaruelas - Executive Assistant
Amie brings a depth of knowledge and experience to the Assure Wealth team with over 10 years' experience in banking and financial services and 5 years' experience in secretarial administration. With an eye for detail, Amie is responsible for supporting the delivery of quality financial advice and ongoing service to the clients of Assure Wealth.
"Pat provides thorough and holistic advice on how to best handle, secure 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." - Johan (36 years old) Graphic Designer, Sydney
"Patrick was fantastic at walking us through every step of the process, starting with getting to know us, to understanding what our goals were." - John (28 years old) Physiotherapist, Miranda
"Pat has been nothing but professional and supportive of our financial needs and wants. His organisation, communication and forward planning always makes sure we come out on top!" - Josephine (29 years old) - Assistant Principal
"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 (35 years old) Executive Assistant, Sydney
"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, non-judgemental, supportive and genuinely interested in understanding our goals and desires before providing his advice." - Katerina (28 years old) - HR Senior Manager, Miranda
"I 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." - Steve (63 years old) - Retiree, Sydney
"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 thriugh the options available for our finances. I highly recommend Assure Wealth's services." – Ian (31 years old) - Journalist, Sydney
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