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Prepare for tomorrow,
make the most of today.

Financial advice to help you manage, grow and protect your wealth.

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Advice that makes a difference.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.

At Surveyor Financial Services we help you navigate your financial life.

Stress less. Take Control. Plan Ahead.

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How we can help

At Surveyor Financial Services, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

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GET STARTED AND SET YOUR FAMILY UP FOR SUCCESS
You want to buy your dream home, expand your family and grow your wealth.
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BUILD WEALTH AND PURSUE YOUR GOALS
It’s time to pay down debt, protect your wealth and grow your assets.
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PREPARE FOR RETIREMENT AND BEYOND
You want to be confident that you will have enough money to enjoy life after work.
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MAKE THE MOST OF RETIREMENT
You would like to leave a legacy for your kids and ensure you don’t run out of money.

We make the complex simple.

Your local financial partners

Surveyor Financial Services began in 2006 and is based in Engadine in Sydney’s Southern suburbs.

  • At Surveyor Financial Services we have experience and passion.
  • Our goal is to ensure that you achieve your financial success.
  • There is no substitute for experienced advice. Our advice will save our clients time. We can save them tax, protect what is most important to them, assist them to accumulate their wealth and manage and reduce their debt. This means less stress for our clients and peace of mind that their finances are taken care of.
  • Michael acknowledges that he needs to understand the big picture and focus on what he does well and outsource the rest.

Surveyor Financial Services offer comprehensive financial advice tailored to our clients personal circumstances, including ongoing reviews of their financial needs.

Our ultimate goal is to see our clients achieve their own personal financial goals.

Surveyor Financial Services is a Fee for Service practice. This means our clients will know the exact cost before proceeding with our advice.  

Kind words from our clients

“My experiences with Surveyor Financial Services have always been positive. They are a thorough and knowledgeable team who take pride in helping their clients. As I progress towards retirement I'm sure they will be able to help me fulfil my lifestyle requirements.”   
- Michelle
“We have been seeing Michael and his team for approximately 25 years. Great advice, friendly and a professional service. They know Finance! We are in great shape for retirement!”
- Karan and Michael
“We've been using Surveyor Financial Services for Super and Insurances advice for 25+ years and have found them to be very knowledgeable and helpful and most particularly patient, with me in particular, as my wife and I head into our unchartered retirement waters. The options we have available to us have always been explained so that we are able to make informed decisions”
– Gerard and Kerrie
“I have been involved since the beginning and would recommend their services to friends and family. Always friendly and helpful and the advise I have received over decades has made a very positive difference to our life.”
– John and Denise
“Getting your financial life in order is a scary thing. The team at Surveyor Financial Services have taken the time to clearly explain everything and make me feel confident I am getting the best possible outcome for my future.”
- Joanne

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Michael New

Principal, Financial Planner

Michael New is the principal and founder of Surveyor Financial Services.

Michael holds a Bachelor of Education and began his working career as a high school teacher in 1984. He later decided to follow his true passion of financial education and with this realisation he commenced his career as a self-employed Financial Planner in 1994.

Michael has been a member of the Financial Planning Association (FPA) of Australia since 1994 and in 2000 he qualified as a Certified Financial Planner (CFP®), which is the highest designation a financial planner can obtain and is recognised internationally.

It is the striving to learn, professional standards and quality advice that Michael is focussed upon to benefit his clients. The recipe for his success is having a deep understanding of his client’s needs and supporting them with excellent staff.

Michael has two adult children and enjoys rugby union, kayaking and travel. In the future Michael would like to hook up his caravan and go for a long trip around Australia.

Emma Edwards

Client Relationship Manager and Paraplanner

Emma joined Surveyor Financial Services in 2011 as a Paraplanner and has since taken on the role of Client Relationship Manager.

Emma has worked in the financial services industry since 2004, during which time she worked for large superannuation fund managers as well as an industry super fund. Emma has a wealth of experience and knowledge of superannuation administration and systems.

Emma works Monday to Thursday.

Jane Brown

Head Accountant

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