A Wealth of Possibilities
Rethink Wealth offers comprehensive financial planning guidance designed to align every property decision with a long-term vision for wealth creation. Working exclusively with investors, we deliver strategic advice across asset allocation, tax structuring, superannuation, and retirement planning, ensuring that wealth is not only built, but preserved and transferred with purpose.
Our expert-led approach is tailored for those seeking more than just returns. We partner with clients to understand their life goals, investment ambitions and intergenerational priorities, providing forward-looking strategies that integrate seamlessly with property assets and broader financial objectives.
- Understand Your Financial Position
- Define Goals & Priorities
- Identify Gaps & Opportunities
- Develop & Implement Your Strategy
- Monitor, Review & Refine
Why choose Rethink Wealth
About Patrick Casey
Managing Director, Rethink Wealth
Patrick Casey is an accomplished financial strategist with more than 13 years of senior executive experience in Australia’s leading financial institutions, including Colonial First State and Suncorp Group. Throughout his career, he has held leadership roles across wealth management and financial planning, working at the intersection of strategy, structure and financial growth.
Patrick made the deliberate decision to leave the corporate world to focus on helping successful professionals and families build long-term wealth, gain clarity in their financial lives, and reduce the stress that often surrounds money. His practical, outcomes-driven approach enables clients to take control of their financial future with confidence.
With a deep understanding of both institutional frameworks and real-life financial challenges, Patrick delivers tailored strategies that support wealth accumulation, debt reduction, and financial independence. His mission is to help clients make smarter decisions that align their finances with their ambitions.
Rethink Wealth: A Shared Vision for Financial Empowerment
Rethink Wealth was born from a conversation between two like-minded professionals: Patrick Casey and Scott O’Neill. Both had forged careers in corporate environments before choosing to build businesses dedicated to helping others achieve financial freedom. Their shared values; integrity, transparency and results, formed the foundation of their partnership.
Scott, having built Rethink Group into one of the country’s leading property groups, recognised a growing need among clients for more holistic financial guidance, advice that extended beyond property into cashflow management, investment planning, retirement strategy, and wealth preservation.
Patrick brought the perfect complement. With extensive experience advising high-net-worth individuals and families, and a clear, personalised approach to financial planning, he shared Scott’s commitment to putting the client first.
Together, they launched Rethink Wealth to provide strategic financial advice that works in tandem with Rethink Group’s broader investment ecosystem. Rethink Wealth supports clients across every stage of their financial journey, from building wealth to protecting it with tailored solutions, expert insight, and long-term partnership at its core.
