Recommendation: "Pat is someone who gets the job done, whilst having a well calibrated moral compass. I always found Pat to be a business savvy, commercially minded individual with a strong focus on the clients. He talks straight and will always have your back.” – Mark, Sydney – Financial Services Manager
FINANCIAL HEALTH CHECK
Take the 5 minute
financial health check to measure your financial health
What advice are you looking for?
Managing Your
Money
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
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
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
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
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
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.
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'
Couples Starting
BUYING
Growing Families &
Pay off your
Getting Ready
Looking to Start aOur 7 Step Process
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