It gives you a complete view of what’s going on with your money, showing you where you really stand and helping make good decisions about what you can or can’t do with your money. You can connect your bank accounts, credit cards, loans, mortgages, superannuation and even loyalty cards – all in the one place.
It's all automated
It’s so easy. All the details are automatically imported from each account you have and then the whole lot is set out for you in one easy to understand dashboard. You can create your own budgets or MoneyBrilliant can build one for you by looking at your past spending. All the time, alerts keep you up to date with what’s happening with your money.
Its all about you
Surmount will work with you to establish, protect and grow your wealth. MoneyBrilliant helps. It organises your money so that you can see exactly what’s happening and make better decisions on spending and saving - to live the life you want anytime, anywhere, any device.
You are just a few steps away from being MoneyBrilliant.
1. Contact us or register now
Contact us to talk about your requirements and our services or you can can register now.
2. Connect your accounts
Connect all your financial accounts to get a complete view of your money and share that view with your Surmount adviser.
3. Set your path
Meet with us to to set your objectives, connect your accounts, create a budget and start making better decisions.
4. Regular check-ins and reviews
Agree a schedule of regular check-ins and reviews with your Surmount adviser to track your progress and help you stick to your plan.
Surmount and MoneyBrilliant
Surmount is proud to partner with MoneyBrilliant to bring you Australia’s best money management app to help you succeed with money.
We don't just want you to be good with money; we want you to be MoneyBrilliant.
What our customers are saying
"Love this product!!! Thought my budgeting was on point but this helped me budget even better and keep an eye on those lil dollar values. Holiday here I come!!!!"
Married with a fur baby - QLD
"Keeps me in control. As a casual my pay is up and down so I need to be right on top of bills and spending. Its so easy to use."
Casual worker - NSW
Safe & Secure
You take your security seriously, and so do we. Connect to over 200 financial institutions with the security of our partner Yodlee – a global leader in banking technology. Learn more about security.