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
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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'
Who we help
Our 7 Step Process
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