Casey Investment Group is a reputable financial planning firm based in Berwick, Victoria, offering a wide range of services to assist clients in achieving their financial goals. With a focus on superannuation and retirement planning, insurance advice, and lifestyle planning including estate planning and investment advice, the team at Casey Investment Group is dedicated to providing peace of mind and simplifying complex financial matters for their clients.
Founded on principles of experience, respect, integrity, and excellence in client service, Casey Investment Group has established a strong reputation in the industry. Their mission is centered around ensuring that clients benefit both financially and personally from the advice they receive, offering the most appropriate products in the marketplace, delivering personalized and efficient service, and maintaining profitability to continue providing top-tier advice and services.
Led by experienced professionals such as Financial Adviser Michael Molloy, Office Manager Sharyn Mack, and Senior Administration Officer Di Fox, Casey Investment Group prides itself on building trust with clients, understanding their objectives, and providing clear communication and strategies to help them achieve their lifestyle and financial objectives. With a commitment to offering tailored solutions and exceptional service, Casey Investment Group is a trusted partner in financial planning and wealth protection.