I’m Paul Surman and together with my team, which includes my son & daughter, pride ourselves on doing a great job and ensure we get it right from the start.
I am privileged to have been trusted by the many families and businesses I worked with providing advice and expertise on some of their most important life decisions. I have been as richly rewarded as they have been by watching them reap the returns of all the best investment strategies and by being there when they needed it the most financially.
Together we create a vision of the future and a sound financial plan to guide smart decisions at every stage of life. From making sure we can get you that home loan, to tailoring quality life insurance recommendations and advice about investment opportunities to suit your specific situation, we will make sure you get what you need. With every new idea, opportunity and challenge, we work towards your desired picture of future financial success.
Before becoming a financial consultant, I started, 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.
If my advice sounds like just what you need, let’s meet for a chat so you can see how we can help and answer any questions you might have.
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Call today to ensure you have a plan for your financial future and discover the best investment strategies to make your money count.