Assure Wealth
Description
Assure Wealth Pty Ltd ABN 31 965 466 780 Corporate Authorised Representative no. 1244817, Patrick Casey Sub Authorised Representative no. 1244748 of Alliance Wealth Pty Ltd ABN 93 161 647 007, an AFSL holder No 449221. www.centrepointalliance.com.au/licensee/alliance-wealth The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Alliance Wealth Pty Ltd Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Alliance Wealth nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information. Recommendation: "The whole process with Pat was informative and thorough, yet easy going and accommodating of our needs. He took the time to listen to our wants ad concerns and walked us through the options available for our finances. I highly recommend Assure Wealth's services." – Ian (31 years old) - Journalist, Sydney 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. Finally, Pat has a keen interest in helping couples who have accumulated more than $200,000 in superannuation between them, are frustrated with their current superannuation funds and are interested in starting their very own self-managed superannuation fund (SMSF). "Pat provides thorough and holistic advice on how to best handle, secure offering his tailored advice based on our individual goals and situation. Working with him we have tackled hard tasks like estate planning, investment and insurance in a simple and effective way, leaving us feeling confident about our future. I would highly recommend him to anyone seeking financial advice." - Johan (36 years old) Graphic Designer, Sydney "Patrick was fantastic at walking us through every step of the process, starting with getting to know us, to understanding what our goals were." - John (28 years old) Physiotherapist, Miranda "Pat has been nothing but professional and supportive of our financial needs and wants. His organisation, communication and forward planning always makes sure we come out on top! " - Josephine (29 years old) - Assistant Principal "Pat has been excellent to us in getting all our finances sorted. He took the time to understand our situation as well as relate to us and provided us with very simple explanations so we did not feel overwhelmed by it all! " - Kate (35 years old) Executive Assistant, Sydney "Patrick has taken something that i found originally overwhelming and communicated it to me in such a way that i now feel empowered to make great decisions. I found Patrick very approachable, non-judgemental, supportive and genuinely interested in understanding our goals and desires before providing his advice." - Katerina (28 years old) - HR Senior Manager, Miranda "I found Pat to be very well informed and extremely helpful. He Introduced us to a number of important factors that no other advisor had raised with us, e.g. some critical estate planning and tax matters. Highly recommended." - Steve (63 years old) - Retiree, Sydney "The whole process with Pat was informative and thorough, yet easy going and accommodating of our needs. He took the time to listen to our wants ad concerns and walked us thriugh the options available for our finances. I highly recommend Assure Wealth's services." – Ian (31 years old) - Journalist, Sydney Amy brings a depth of knowledge and experience to the Assure Wealth team with over 10 years' experience in banking and financial services and 5 years' experience in secretarial administration.
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Australia
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http://www.assurewealth.com.au EmployeesNumber of Employees 1
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