Casey Financial Planning Pty Ltd has been servicing the Pakenham/Berwick area since 2001, providing a range of wealth advice services to help people grow, manage and protect their wealth.
Casey Financial Planning Pty Ltd is part of Genesys Wealth Advisers Limited, a network of around 350 wealth advisers in 130 practices across Australia. Genesys provides financial services to around 100,000 Australians and advises on more than $8 billion of investments and over $80 million in annual individual risk insurance premiums
Our advice process
We will take the time to really listen and understand you. Our aim is to put you at ease, take the stress away and engender feelings of confidence that you are in knowledgeable hands. We want to give you a roadmap for your future, and guide you through the process to get there. We will ensure you never feel like a “number” – we will build a relationship with you, not your file. We promise to always deliver on the commitments we make to you.
We run half yearly seminars with our ‘premium’ clients. We see these seminars as a great chance to catch up with our clients in an informal and relaxed environment. Our clients have told us they really enjoy meeting each other, as well as learning from highly experienced presenters.