Our Team

Paul Surman

Senior Adviser

021 940 231

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…

Donna Dobson

Office Manager/ PA

021 976 887

Donna is our superb office support person and brings many skills from her experience working in the UK Financial Service Industry and has also worked in other Adviser practices in New Zealand. 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 Paul’s PA and has been with Aim Financial for over 8 years.



021 292 2431

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…



Rebecca is part of the Aim Financial advice team and specialises in providing tailored solutions to protect peoples lives with Insurance, ACC and..


Office support

Cindy provides admin support in many areas around the office.

Outside of her Aim Financial role Cindy spends time with the grand kids while also running a very successful swim school business in the local community.