Take Control of Your Finances and Build a Brighter Future
Our Vision
Assure Wealth exists to empower individuals and families to take control of their finances and achieve financial security with confidence. We believe everyone deserves a clear roadmap to financial success, regardless of their financial situation or background.
Who We Are
Led by experienced financial planner Pat Casey, Assure Wealth offers personalized financial planning services to individuals and families in the Sydney region. With over two decades of expertise in wealth management and financial planning, Pat combines his deep understanding of financial planning principles with a compassionate and personalized approach to guide his clients towards financial success.
What We Do
We provide a comprehensive range of financial planning services, including:
- Financial Planning & Goal Setting: We work with you to identify your financial goals, assess your current financial situation, and create a personalized roadmap to achieve your dreams.
- Wealth Management: We guide you in creating and managing a diversified investment portfolio aligned with your unique risk tolerance and financial goals.
- Retirement Planning: We help you navigate the complexities of superannuation, tax-effective investment options, and retirement planning strategies.
- Debt Management & Consolidation: We assist you in eliminating debt, consolidating debts into manageable payments, and developing strategies to avoid future financial burden.
- Insurance Review & Protection: We review your existing insurance coverage and recommend appropriate solutions to ensure financial security in the event of unexpected circumstances.
Our Values
- Client-Centricity: We prioritize your needs and goals, working collaboratively with you every step of the way.
- Transparency & Communication: We believe in open and honest communication, providing clear explanations and regular progress updates.
- Expertise & Integrity: We uphold the highest ethical standards and maintain professionalism in all our dealings.
- Empowerment & Education: We believe in empowering you with knowledge and guidance to make confident financial decisions.
Financial Planning and Decision Making
The reviewers have highlighted the exceptional assistance they received from Patrick in their financial planning and decision making process. He provided them with practical feedback and used systems to demonstrate their options, making their financial goals very clear.
Informative and Thorough Process
The reviewers praised the informative and thorough process they experienced with Patrick, citing that it was easy-going and accommodating of their needs. He took the time to listen to their wants and concerns and walked them through their financial options.
Professionalism and Support
Patrick's professionalism and support were consistently mentioned, with reviewers noting his excellent organization, communication, and forward planning. He provided simple explanations that made it easy for them to understand their financial situation.
Financial Comfort and Clarity
The reviewers reported achieving a higher level of comfort and clarity in their financial lives thanks to Patrick's guidance. They highly recommend his services, citing the significant difference he made to their daily lives.
