|103, 304-318 Kingsway
Caringbah, NSW 2229
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’.
Pat has a particularly deep knowledge of helping young families in their 30’s and 40’s, who’ve built successful careers or businesses, to help strengthen their financial position by protecting the wealth they have built, then removing the stress and complexity from managing their finances, and finally developing a plan to build more wealth for the future.
Pat also works closely with people in their 50’s who are approaching retirement and are worried if they’ve saved enough money to retire, they’re not sure at what age they’ll be able to afford to retire, and are generally overwhelmed with the complexity that comes with superannuation and planning for retirement.