About Me

Pat Casey has over 20 years’ experience in financial services, having previously held executive management roles at Colonial First State and the Suncorp Group within their wealth management and financial planning divisions.

Pat left the big end of town to pursue a career helping successful people build more wealth, bring structure to their finances 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.

Pat has a particularly deep knowledge of helping people in their 40’s and 50’s, who’ve built successful careers or businesses, to 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 and 60’s who are approaching retirement and are unsure when they will be able to retire, if they can afford to retire, and are generally overwhelmed with the complexity that comes with superannuation and planning for retirement.