Completely transform your finances in just 30 days
Our FREE phone app and Money Management Program can help you discover where your money goes in seconds… so you can start saving for a better future
TRY IT FOR FREE
With the Surmount app, you’ll have a complete picture of your financial situation, which allows you to:
It’s simple: you can keep on being poor, or get the Surmount app and start saving today.
Our easy-to-use smartphone and web browser app analyses your bank accounts so you can instantly see what you’re spending money on. Rent, Mortgage, Shopping, Utilities, Transport, Food, Takeaways, Entertainment, Coffees and more.
You’ll know how much you spent on a quick feed 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.
Download the app
(available on iOS, Android and browser)
Enquire now by filling out the form, and we will activate your free trial and send you a link to install the app from the app store
Securely connect your financial accounts including savings, credit cards, mortgage, superannuation and salary packaging accounts (all done with bank-level encryption for your privacy)
Build your budget using the smart selection features and then see exactly where you can save
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 qualified financial advisors and professional money managers. So whether it’s saving, salary packaging or strategy you’re after, we can help.
Save for a new car
Build up a house deposit
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 Surmount finance tracker app, that’s how.
“I could not believe how much money I spent on c#!p!”Matt of Newstead
“I felt very guilty when I looked at my bottom line. But then some of the surmount suggestions made sense. I feel like the tide is turning.”Karen of Mount Isa
“We have adopted a just for us account. Everything else is getting managed so we feel much more confident when we do spend our money on ourselves… I know that seems odd but we do.”Paul and Rosa of Sydney
“I am a part-time uni student with a couple of part-time jobs. I am not paying for the advice service but using the basic app. It just helps me look into the future so I can plan and not pay late fees.”Sean of Brisbane
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 Surmount app. After the first 30 days are up, you can get the full-service version of the app for just $150 per year (which adds in all of our brilliant features that can save you thousands).
Or aim even higher and get access to our Money Management Service for only $450 per year. This service gives you a dedicated professional money manager to help accelerate your savings and get you on track to reaching your goals sooner.
Beyond our in-house services, we can even help you find professional advisors who specialise in:
You will be less stressed. Within minutes of using surmount money management 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 the minimum of effort. Once the app recognises a transaction it will update all transactions.
Let surmount prove our value by using the full service app, free of charge, for 30 days. Why 30 days? Your spending habits have been with you most of your life. 30 days on the Surmount Money Management Program will change those habits.