Meet the Team
With over 25 years of experience, Aim Financial provide a range of financial services to clients across the country. From personal insurance advice to mortgages, investment and KiwiSaver, we tailor our services to meet your individual needs and goals.
As a family business based in Warkworth and Silverdale, we take pride in being a part of our clients’ most important life decisions. We feel privileged to have earned the trust of so many families and businesses across New Zealand, together we create a vision of your financial future and develop a sound financial plan that guides your decisions at every stage of life.
At Aim Financial, we pride ourselves on providing high-quality, personalised financial advice and expertise that helps our clients achieve their financial goals. Contact us today to learn more about how we can help you achieve financial success.
Paul Surman
Senior Adviser
Risk Insurance, Investment & KiwiSaver
paul@aimfinancial.co.nz
021 940 231
Great advice and Great solutions is what Paul delivers for people in all areas of financial services. Paul is passionate and knowledgeable and can help you identify the risks you face, and design a personal plan that will is tailored just for you, your family and your business. Paul has been providing great advice for over 25 years, so if you are looking for a local trusted adviser, be sure to give him a call.
Josh Surman
Financial Adviser
Risk Insurance
Josh is part of the Aim Financial Advice team and is passionate to ensure people have tailored solutions that work at claim time and give people peace of mind they have the right cover in place. When he's not working, you can find Josh playing guitar or walking the dog at the beach. Based in Silverdale, Josh services clients all across the country online, as well as in person from Warkworth to Pukekohe.
Courtney Harrison
Financial Adviser
Mortgages, Insurance, Investment & KiwiSaver
courtney@aimfinancial.co.nz
021 028 34844
Courtney is part of the Aim Financial advice team and is passionate about taking a fresh approach to helping people achieve their goals from their first home to retirement investments. Specialising in Residential Lending, KiwiSaver, Insurance and Investment. Courtney comes from a background in property valuation with a Bachelor of Property from the University of Auckland.
Donna Dobson
Office Manager
donna@aimfinancial.co.nz
021 976 887
Donna is our superb office support person and brings many skills from her experience working in the UK Financial Service Industry and has also worked in other Adviser practices in New Zealand. She handles many of our day-to-day matters and is, more often than not, the first point of contact as well as the person on the end of many client reply emails. Donna has been with Aim Financial for over 15 years.
Cindy Surman
Office Assistant
Cindy plays a pivotal role in ensuring the smooth operation of Aim Financial. Her multifaceted contributions encompass various aspects that are vital to the office's functionality, from maintaining a tidy workspace to keeping our team well-caffeinated. In addition to these important responsibilities, Cindy is also an invaluable asset when it comes to handling administrative tasks and managing accounts.