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Are you looking for a professional retirement advisors in Sydney to help you secure your future? Assure Wealth is the financial planning firm trusts to build & protect wealth. We help you achieve financial independence. Call us 1300798038 to find out about your financial options.
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The Financial Planning firm for time-poor people and business owners who want to build more wealth, get their financial house in order and achieve financial peace of mind.
Pat Casey is a 13-year senior executive turned Financial Planner, who has held executive management roles within Colonial First State and the Suncor 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'
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, andhttp://assurewealth.com.au/who-we-help/to help preserve and grow their wealth.
We do our best work for clients who demonstrate the following characteristics:
They are motivated to improve their financial position and achieve financial peace of mind.
There is a level of financial complexity in their lives that requires the assistance of a specialist.
They want to outsource areas of their financial management due to a lack of time, expertise or desire to do it themselves.
P: 1300 79 80 38
A: 103/ 304 - 318 the Kingsway, Caringbah NSW 2229 (located in the BDO building - entrance next to Funky Flowers)