Assure Wealth
Hours
Chamber Rating
-
Geoff Golding
Aug 23rd, 2022 -
Emma Read
I have been connected with Assure Wealth for several years now. This service provides a sense of confidence and comfort with regards to my financial needs. Pat has assisted me with Superannuation, my will and re-crafting this and will soon be working with me on investing funds. I have utmost confidence in them, and my experience has been nothing but positive, professional and informed. I recommend this organisation highly.
Mar 22nd, 2022 -
Janine Xavier
Engaging Patrick was one of the best decisions we made in 2020. In that one year he helped us tick so many goals: set up a great investment fund for our child, finalised Wills, reviewed and transferred superannuation, reviewed and set up life insurance and created a realistic but ambitious financial plan to help us achieve all our known life goals all the way through to retirement and beyond (as best as one can plan such things). I still cant believe he achieved all this with us in less than a year! Its a testament to his work ethic, skills, knowledge and dedication to his clients. Thank you Pat and team for all the great work and for playing a key role in some life changing decisions.
Dec 30th, 2021
Contact Info
Questions & Answers
Q Where is Assure Wealth located?
A Assure Wealth is located at Level 5/20 Bond St, Sydney, NSW 2000
Q What is the internet address for Assure Wealth?
A The website (URL) for Assure Wealth is: http://www.assurewealth.com.au/
Q What days are Assure Wealth open?
A Assure Wealth is open:
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 9:00 AM
Thursday: 9:00 AM - 9:00 AM
Friday: 9:00 AM - 9:00 AM
Saturday: Closed
Sunday: Closed
Q How is Assure Wealth rated?
A Assure Wealth has a 5.0 Star Rating from 2 reviewers.
Hours
Ratings and Reviews
Assure Wealth
Overall Rating
Overall Rating
( 2 Reviews )Geoff Golding on Google
Emma Read on Google
I have been connected with Assure Wealth for several years now. This service provides a sense of confidence and comfort with regards to my financial needs. Pat has assisted me with Superannuation, my will and re-crafting this and will soon be working with me on investing funds. I have utmost confidence in them, and my experience has been nothing but positive, professional and informed. I recommend this organisation highly.
Janine Xavier on Google
Engaging Patrick was one of the best decisions we made in 2020. In that one year he helped us tick so many goals: set up a great investment fund for our child, finalised Wills, reviewed and transferred superannuation, reviewed and set up life insurance and created a realistic but ambitious financial plan to help us achieve all our known life goals all the way through to retirement and beyond (as best as one can plan such things). I still cant believe he achieved all this with us in less than a year! Its a testament to his work ethic, skills, knowledge and dedication to his clients. Thank you Pat and team for all the great work and for playing a key role in some life changing decisions.
Overall Rating
Overall Rating
( 2 Reviews )Write a Review
Financial Planner Near Me in Sydney, NSW
365 Financial
Sydney, NSW 2000
(130) 077-2121 ( 0 Reviews )
Walker Lane Pty Ltd
Sydney, NSW 2000
291352935 ( 0 Reviews )
Valuestream Investment Management Limited
Sydney, NSW 2000
61280120638 ( 0 Reviews )
Wise-Owl.com
Sydney, NSW 2000
( 10 Reviews )
Pacific Advisory
Sydney, NSW 2000
61299558185 ( 0 Reviews )
Cartwright Jones
Sydney, NSW 2000
61451831861 ( 0 Reviews )
Chancellor Portfolio Services
Sydney, NSW 2000
61293003666 ( 2 Reviews )
Quality Advisers Pty Limited
Sydney, NSW 2000
( 0 Reviews )