Assure Wealth

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Reviews of Assure Wealth

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  Matthew Malouf Added December 31, 2017

  ★ ★ ★ ★ ★
  I was running a successful business, writing a book and raising a young family so I wanted to make the most of my down time by spending it with my family and catching up with friends. I’d always kept a close eye on my personal finances, however as the complexity of my circumstances grew, I realised that it was time to search for the right Financial Planner to partner with. We’d seen other professionals such as Financial Advisers and Lawyers in the past, however it seemed like each was disconnected from the other and rather than make my life easier it added more and more complexity.
  
  Once we engaged with Pat, I realised that he could bring Financial Planning, Personal Insurance, Business Insurance, Asset Protection and Estate Planning together into the one plan in order to take the complexity away from managing my finances. Pat was able to point out areas in which we needed to take action, then made it happen in order to protect and grow our wealth. I now have a plan in place to grow and protect my wealth, plus my wife and family have the comfort that if something was to happen to me, my assets will go to the right people, at the right time in the most tax effective way possible. Throughout my dealings with Pat I found him to be honest, straight-talking and knowledgeable and I would recommend his services to other successful business owners who are looking for a Financial Planner.

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