Completely transform your finances in just 90 days
Our FREE Money Management tool can help you discover where your money goes in seconds… so you can start saving for a better future
TRY IT FOR FREE
What can it do for me?
With the Otivo-Surmount tool, you’ll have a complete picture of your financial situation, which allows you to:
- Track where your money goes to each month
- Find out where you can save money straight away
- See any urgent financial matters (and deal with them)
- Start saving and building your wealth, one day at a time
It’s simple: you can keep on struggling, or use the Otivo-Surmount tool and start building your tomorrow.
Know at every second exactly how much you’re worth
Our easy-to-use smartphone and web browser tool analyses your bank accounts so you can instantly see what you’re spending. Rent, Mortgage, Shopping, Utilities, Transport, Food, Takeaways, Entertainment, Coffees and more.
You’ll know how much you spent on a quick meal at McDonald’s, drinks at Dan Murphy’s and how all of those Uber rides could be paying for your new car.
And all without a spreadsheet in sight.
All set up in just 3 easy steps
The Otivo-Surmount tool is likely to be the smartest thing on your smartphone. Here’s how to get started:
01
Follow the link
(available on all devices)
Enquire now by filling out the form, and we will activate your free trial and send you a link to get started.
02
Securely connect your financial accounts including savings, credit cards, mortgage, superannuation and salary packaging accounts (all done with bank-level encryption for your privacy).
03
Fill in your financial world using the easy to navigate site and then see exactly where you can save.
Why choose us?
That’s easy. The team at Surmount Planning and Financial Services are specialists in this area, with over 70 years of experience between our two senior managers alone.
Not only are we a team of qualified accountants, we’re also professional money managers. So whether it’s superannuation, saving, salary packaging or strategy you’re after, we can help.
We help people take control of their money
(and save thousands of dollars each year)
Save for a new car
Build up a house deposit
Get debt-free
In today’s modern world, there are more opportunities to spend money than ever before. And sadly for many of us, that means living payday to payday.
Where does it all go, and how do you get spare cash each week?
With the FREE Otivo-Surmount finance tracker tool, that’s how.
WHAT PEOPLE SAY
What else can Surmount offer?
Surmount is all about helping people build their own version of financial freedom.
We do this by offering a range of services to suit everyone, starting with our FREE Otivo-Surmount tool. After the first 90 days are up, you can get the full-service version for just $200 per year (which adds in all of the brilliant features that can save you thousands).
Or aim even higher, and get access to our Financial Advisor Service for only $300 per year. This service gives you a dedicated professional Financial Advisor to help accelerate your savings and get you on track to reaching your goals sooner.
You can access financial advice through the Otivo service.
Beyond our in-house services, we can even help you find professional advisors who specialise in:
- Financial issues – getting serious debt under control
- All types of insurance – save money while getting adequate protection
- Financial planning – goal setting, budgeting, saving strategies, borrowing strategies and more
- Personal investing
- Negative and positive gearing property
- Retirement planning
OUR PROMISE
You will be less stressed. Within minutes of using the Otivo-Surmount money management tool, you will start to make sense of your financial world. Financially, if you can see where you are then you can start planning on where you want to be!
Surmount can tell you how much you have spent at McDonalds, Dan Murphys or uber eats over the last 12 months with a minimum of effort. Once the app recognises a transaction it will update all transactions.
Let Surmount prove our value by using the full-service tool, free of charge, for 90 days. Why 90 days? Your spending habits have been with you most of your life. 90 days on the Otivo-Surmount Money Management tool will change those habits. Chances are, you’ll need a bit of encouragement over that time as well!