Paul Surman

Senior Adviser

paul@aimfinancial.co.nz
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.

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.

Disclosure Statements relating to Aim Financial advisers are available on request.