Assure Wealth is a financial planning business dedicated to helping growing families take control of their finances and secure their financial future. Led by experienced senior executive turned Financial Planner, Pat Casey, Assure Wealth offers tailored wealth creation strategies to empower clients to make informed financial decisions. With a focus on understanding clients’ goals and desires, Assure Wealth provides personalised financial advice to assist individuals in building wealth, paying off mortgages faster, and reducing financial stress.
Pat Casey’s 20 years of experience in financial services, including executive roles at Colonial First State and the Suncorp Group, brings a unique level of insight to clients seeking to strengthen their financial position. Assure Wealth’s 7-step process guides clients through identifying, planning, and implementing strategies to build wealth and achieve financial success. specialising in assisting individuals in their 40s, 50s, and approaching retirement, Pat Casey and the team at Assure Wealth offer holistic financial advice to address complex financial challenges and provide peace of mind for the future.
With a team of experienced professionals, including Amie and Rica, Assure Wealth delivers quality financial advice and ongoing service to clients seeking to secure their financial future. Testimonials from satisfied clients highlight the approachable, supportive, and informative nature of the services provided by Assure Wealth, making it a trusted partner for those looking to navigate the complexities of financial planning and wealth management.