Advice you can trust to deliver the best investment strategies
From advice about home loans to advice about investing and everything in between.
I’m Paul Surman and confidentiality is my business. I’m so good at keeping mum that until now, the only marketing Aim Financial has had over the 15 years I’ve been a financial consultant is word of mouth referrals!
I am privileged to have been trusted by these individuals, families and businesses to provide advice and expertise on some of their most important life decisions, and have been as richly rewarded as they are by watching them reap the returns of all the best investment strategies.
Together we put together a vision of the future and a sound financial plan that guides smart decisions at every stage of life. Advice about home loans turns into life insurance recommendations and advice about investing, with every new idea, opportunity and challenge working towards your personal picture of future financial success.
Before I was a financial consultant I started, bought, ran and sold several very successful businesses, including a property management company and a multi-site retail franchise. Through hard-won experience I know what can happen when the wheels come off, how to keep them on, and how to go faster than the competition and win the race.
I’m backed by the knowledge and power of Kepa Financial Services, the largest financial advisors institute in New Zealand. Through Kepa I can offer my clients the benefit of up-to-date market information and training, strong relationships with financial institutions, and complex infrastructure support.
If my advice sounds like just what you need, let’s meet for a chat so you can pick my brain. Your first meeting with me is always free, and many of my services—like life insurance, mortgages, and some investments—are free of charge as well.
Disclosure Statements relating to Aim Financial advisers are available on request, free of charge.
Call today to feel better about your financial future and discover the best investment strategies for you.