Andrew Surman

Managing Director


I love my profession and am one of the lucky people who gets a real kick out of what I do day in day out.

I get the privilege of meeting and interacting with business owners and individuals to help them build, shape, protect and ultimately have the financial life and personal lifestyle they desire.

To be a part of people seeing their financial goals and dreams achieved? That is priceless.

I am a firm believer that championships are not won on game day so to that end I have sought continued education in the form of the Certified Financial PlannerĀ® designation, a membership with the Institute of Public Accountants and continue to ensure I build and retain a cutting edge knowledge base.

Whilst I am able to assist with all aspects of business and personal advisory services I have a personal interest in helping businesses and individuals to first defend and then grow and improve their situation, to outperform their expectations and achieve a lifestyle and financial security that they desire

I am always ready for a new challenge and live by the motto "The day you stop learning is the day you stop".

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