Assure Wealth

Patrick has assisted use immensely in our financial planning and decision making process. Using systems to demonstrate our options and providing us with great and practical feedback to implement plans into actions. Our financial goals are very clear now - this has made a huge difference to our level of comfort day to day. We highly recommend reaching out to Patrick and consulting him.
Oct 8th, 2021

As a Primary School Teacher and a mum of three young children I knew that a number of areas of our personal finances, insurance and estate planning needed attention. However, I needed to find someone who came highly recommended and that I trusted to look after my familys financial security. In the past we had engaged with professionals who provided advice in one specific area in isolation, however they failed to bring all of the pieces of the puzzle together. This added extra complexity as our family grew and our financial circumstances evolved. When we engaged with Pat the biggest relief was that he was able to address our superannuation, personal insurance and estate planning needs all at once, and ensure that all of the advice was integrated to make it simple and easy to manage. Now, I know that our life insurance and our estate plan work together and reflect my wishes in the event that something was to happen to me. We went through a detailed process to determine the exact levels of insurance that we needed based on our current situation, our future plans of undertaking major renovations on our house, plus primary, secondary and university education funds for our children. Pat then walked me through the insurance application and underwriting process, plus introduced me to a health and wellbeing program through my insurance company that I now receive rewards and premium discounts from. Plus, with my new estate plan I know that the proceeds of my estate are protected and will go to the right people, at the right time, in the most tax effective way possible. In summary, I can highly recommend Pat to working couples leading busy lives with a growing family who are interested in building wealth and protecting their familys financial future.
Apr 1st, 2018

Pat has been nothing but professional and supportive of all of our financial needs and wants. His organisation, communication and forward planning always makes sure we come out on top!
Feb 6th, 2018

The whole process with Pat was informative and thorough, yet easy going and accomodating of our needs. He took the time to listen to our wants and concerns and walked us through the options available for our finances. I highly recommend Assure Wealths services.
Jun 11th, 2017

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!
May 13th, 2017