15 Reviews

Brett Surman

Gilkison Group

Platinum

17 Yrs Experience

Como, WA 6152

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I’m a big believer that life is meant to be enjoyed.

We all want to spend our time on the things that give life meaning; family, purpose, experiences.

But life moves fast, and we only get one shot at it. That’s why every decision counts.

Especially the financial ones.

The clients I work with are doing well professionally. Life is full, busy, and comfortable. They’re supporting the people they love. But somewhere in the background, there’s often a quiet question:

“Am I actually making the most of this?”

That’s where I come in.

I help high-income professionals step back, get clear on what really matters, and build a financial strategy that supports the life they want today, and in the future.

It’s not about chasing the biggest returns or cutting out your morning coffee.

It’s about making smart, intentional decisions with your money so you can move forward with confidence.

Because when your finances are taken care of, you get to focus on what truly brings you joy.

If that quiet question “Am I making the most of this?” has crossed your mind lately, let’s talk.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Cashflow & Income
Tax Strategies
Wills & Estates

We start with a complimentary 20-minute discovery call to understand what you are looking to achieve and to confirm whether we are a good fit to help. If it makes sense to continue, the next step is an initial meeting of around 90 minutes, which allows us to explore your situation in more depth. The fee for this meeting is $300 plus GST.

If we both agree to move forward after this meeting, that initial meeting fee is waived. From there, we work on a fixed-fee basis, with a clear upfront fee to prepare your initial financial plan, followed by a fixed ongoing fee charged monthly for continued advice, guidance, and support. We do not receive commissions of any kind. We are a fee-for-service business, so our advice is paid for directly by you.

5.00 June 2016

Great service, great advice. Highly recommend.

5.00 June 2016

We always find Brett very informative and always feel at ease in our meetings with him. He answers our queries with confidence and an excellent knowledge of his profession. We feel very secure knowing that Brett has our best interests at heart and would highly recommend him to any future client.

5.00 June 2016

Brett has provided us with fantastic knowledge and advice to set up our SMSF. He is great to work with and is always quick to reply to any queries that we have. I would definitely recommend Brett as a financial advisor.

5.00 May 2016

Brett has been my financial adviser now for a number of years. He is very personable, knowledgeable and explains everything in easy to understand language. I feel very comfortable in the knowledge he is looking after my best interests.

4.75 May 2016

Brett provides very professional, well researched and documented ongoing financial advice for our retirement using our combined superannuation funds. We have recommended him to our friends and have no hesitation in recommending him for advice on financial planning.

Adviser status Platinum
Rating 4.93
Number of reviews 15
First year providing advice 2009
Years of experience 17
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Certificate in Financial Planning
- Graduate Diploma of Applied Finance
Language spoken
- English