Surveyor Financial Services is a reputable financial planning firm based in Engadine, Sydney, offering tailored advice to clients at various stages of life. Established in 2006, the business is led by Michael New, a Certified Financial Planner with a strong commitment to providing quality financial education and guidance. Surveyor Financial Services operates on a Fee for Service basis, ensuring transparency in costs for clients seeking comprehensive financial solutions.
With a focus on helping individuals achieve their financial goals, Surveyor Financial Services offers a range of services including superannuation advice, retirement planning, wealth protection, and income protection. The team of qualified Financial Advisers at Surveyor Financial Services work closely with clients to assess their needs and provide personalized recommendations to secure their financial future. The firm’s philosophy revolves around understanding each client’s unique circumstances and delivering excellent service to support them in making informed financial decisions.
Surveyor Financial Services prides itself on its client-centric approach, emphasizing ongoing reviews and support to ensure clients are on track to meet their financial objectives. The business values professionalism, integrity, and a deep understanding of clients’ needs, aiming to empower individuals to take control of their financial well-being. Whether clients are planning for retirement, protecting their assets, or seeking income security, Surveyor Financial Services is dedicated to providing expert financial advice tailored to each client’s specific requirements.