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Are you looking for a professional retirement advisors in Sydney to help you secure your future? Our experienced team of financial planners and advisers can help you reach your goals, build and protect your wealth and into ease a great retirement plan. Contact us today!

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the financial planning firm for time poor people

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.

Set and achieve your financial goals

Grow your wealth

Reduce your debt faster

Build a financial protection & estate plan

about pat casey

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.