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.



 

Services:

  • 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 
    Catherine Jenkins
    Financial AdvisorĀ 

    Financial Services Guide

    Hayes Girling Financial ABN 85 738 988 452 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.


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