Paul Surman

Senior Adviser

Great advice and Great solutions is what Paul does for people in all areas financial Paul is passionate and knowledgeable about financial insurance so you don’t have to be! Paul can help you identify your risks you face, and design a personal insurance plan that will work at claim time and is tailored just for you, your family and your business.

A key second area of passion and knowledge is in providing tailored Investment advice and plans to suit your goals with transparent solutions for investing lump sums of money or retirement savings plans and KiwiSaver advice.
To see that people have Great Advice and plan that works over many years is rewarding and satisfying.

Paul is the Director of Aim Financial and has been in the Financial Services industry for 18 years and brings lot of experience to the table when you meet with Paul. Being self employed all his life and having previously started up and run several business ventures from property rentals, Building houses, Telecommunications, and a business making awards for very well known entities and persons. So completely more than understands many situations people can face.

Outside of work Paul is married to Cindy. Enjoys swimming and has completed many harbour swims, Enjoys getting out his bike and toured NZ serval times on it. Travel, Skiing and boating.

Rebecca

Adviser

Rebecca is part of the Aim financial Advice team and specialises in providing tailored solutions to protect peoples lives with Insurance, ACC and provides mortgages and KiwiSaver solutions.

Rebecca is passionate about putting the right solutions in place so people can have peace of mind a at claim time. With the resource of AIM financial a full comprehensive advice process can be tailored to suit most peoples needs.

Outside work Rebecca assists In her family Landscape business and spends many hours on her Kids activities including her Sons passion for sailing, she enjoys boating, Travel, and spending time with friends and going for walks.

Donna Dobson

Office manager/ PA

Donna is our superb office support person and brings many skills from her experience working in the UK in the financial industry. She also handles many of our day to day matters and is more often than not the first point of contact as well as the person on the end of many client reply emails.

Donna is also Pauls PA and has been with Aim financial for over 5 years, Donna has also worked in other Adviser practices in NZ.
donna@aimfinancial.co.nz

Josh

Adviser

Josh is part of the Aim Financial Advice team and is passionate to ensure people have tailored solutions that work at claim time and give people peace of mind they have the right cover in place.

Great Advice and Great Solutions

I specialize in Insurance, KiwiSaver and helping self-employed people get the most out of their compulsory ACC Bills – Saving money and maximizing their cover to offer superior protection for them and their business.

Philosophy

I take pride in empowering my clients to understand what insurance is really about and what it can do for you. My goals are to help add value to your life, while working as a team right from the start. Knowing this helps to build trust and to provide a sound strategy that will stand the test of time.

Outside work

I live on the busy North Shore of Auckland. On my days off I like to play music, explore the outdoors and network with people.

I am also partial to a good game of squash and a nice coffee.

Cindy

Office support

background providing support in many areas around the office. whatever needs to be sorted, filed, tidied, and provides admin support where needed.

Outside of her Aim financial role Cindy’s a lot of time spent with the grand kids. And then in her spare time Cindy runs a very successful Aquakidz Swim School which has taught many, many hundreds of kids to swim over the last 15 years.

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