Author Archive

Brett Surman

I have always been a big believer that life is to be enjoyed. We all deserve to spend our time doing the things that give our lives real meaning and purpose. I also believe that when it comes down to it life is pretty short, so it's important that we make every decision count - especially the financial ones! This is why I love being a financial adviser and why I am passionate about helping people have more financial certainty in their life.

Insurance

4 financial lessons learned from my parents battles with cancer

Brett Surman April 16, 2016

0 4

It was towards the end of 1995 when mum first noticed a small lump on the right side of her neck just under her jawline. When she saw her GP about it he told her that it was likely just some blocked glands and that it should take care of itself with time. Six months passed and there had been no improvement. Mum was obviously concerned and so she asked if Dad could take a

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.

Nic & Rachel Lange

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.

Bev Evans

Nigel & Donna Cranley

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.

Ian & Barbara Ross

We have found Brett to be friendly, accommodating and professional and have confidence based on experience that the advice he has provided over the years is very sound.

Roger & Helen Gray

Brett instills a great deal of confidence with his knowledge, his commitment to his clients and his overall competence. He has analysed our situation, developed a sound strategy and patiently explained a very complex restructuring process over time – he has completely re-energised our financial state as a result.

Andrej & Jess Percic

We have recommended Provident to friends, and have found Brett’s assistance, in particular, to be incredibly beneficial. He’s taken a lot of the worry out of the process for us and made our situation easier to manage in the long term.

Mark Reid & Lyn Hamlett

Brett has been a big help to both my husband and myself, he explains everything in layman terms so it's easy for us to follow and understand. We always feel comfortable that he has our best interest at heart and we appreciate the advice and recommendations that he passes on.

Gail & Terry Cross

Since first becoming a client I have since introduced my sister, brother and several friends who are all now clients of Brett and I would have done so unless I was fully satisfied with his service. He is very professional yet very friendly and approachable.

Jan Melville

We are very pleased that Brett is our advisor. We have confidence in the advice he gives and feel very comfortable in his presentation of information.

Anthea & Russell Cornish

My wife and I feel very comfortable with the very professional way Brett presents information and ideas in relation to our Superannuation and transition to retirement. His attention to detail both written and verbal is outstanding, and we would have no hesitation in recommending Brett to others in our position requiring.

Owen & Jenny Hall

My wife and I are both very satisfied with the information Brett has given us. He is a friendly and genuine person who explains things in a way we both understand. We would not hesitate to recommend him to others as we feel he has our best interests at heart.

Glenn & Nadrita Doyle

Brett has been so helpful. When my husband passed away and all the investments came to me, I had no idea what to do with all the paperwork having never had to worry about it. I went to Brett and he explained everything complete with whiteboard to make it easy for me. He suggested ways of consolidating and putting more into super. He has also helped with Centrelink. I'm very happy with his advice and find him easy to talk to.

Kathy Bryden