Wealth Management

We understand that no two people are the same, and this means the advice you receive should be as unique as you are. Our advisers will take the time to listen to you to understand your values and goals. We will then work hand in hand with you to develop, implement and manage your personalised financial plan, delivering you the desired lifestyle and confidence for your financial future.

Our integrated planning process draws on the expertise of professionals from across our practice, including our accounting and taxation teams. By utilising all the expertise available within the practice we can build stronger outcomes for our clients.



  • Wealth Creation

  • Self Managed Super Funds

  • Wealth Protection

  • Aged Care

  • Superannuation

  • Estate Planning

  • Retirement Planning

  • Risk Management

  • Transition to Retirement

  • Budgeting and Cashflow

  • Social Security

    Wealth Management Specialists

    Andrew Surman
    Managing Director
    Trini Montes
    Financial Planning Manager
    Financial Advisor 
    Justin ThompsonĀ 
    Financial AdvisorĀ 


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