Patrick Casey specialises in helping successful professionals, business owners and high-net-worth families take control of their financial future. He delivers tailored wealth creation and protection strategies spanning superannuation, investment structuring, risk management and tax optimisation, empowering clients to build sustainable prosperity with confidence.
As Managing Director of Rethink Wealth Pty Ltd, Patrick delivers a proven evidence-based strategic financial planning process. He guides clients through holistic solutions encompassing self-managed super funds, estate and retirement planning, insurance cover and debt management. His strategic approach ensures each plan aligns with individual goals and adapts as life and investment markets evolve.
With over 20 years’ experience across executive roles at Colonial First State, Commonwealth Bank and the Suncorp Group, Patrick blends big-end-of-town insight with boutique agility. He has deep expertise in superannuation, wealth management and financial advice, particularly for clients in their 30s and 40s optimising their financial position, and those in their 50s and 60s navigating pre-retirement complexities.
Patrick is passionate about removing the stress and complexity of finance so clients can focus on what matters, knowing they have a clear, structured path to achieve their lifestyle and legacy objectives.
- Bachelor of Commerce (with Merit) – University of Wollongong
- Graduate Diploma in Financial Planning – Securities Institute of Australia
- Self-Managed Superannuation Funds Specialist – Kaplan Australia
- SMSF Specialist – University of Adelaide & SuperConcepts
