Services

At Zuraida Ariffin Wealth Creation, our aim is to enhance your lifestyle by managing your financial concerns and helping you to achieve the outcomes you desire.

We secure your long term prosperity by providing you with strategic advice.

By having us partner with you to achieve your financial goals, you can focus on things that are truly important – like spending more time with your family and friends.

Zuraida Ariffin has experience and qualifications to provide advice in the following areas:

• Budgeting
• Debt Reduction
• Borrowing to Invest
• Personal & Business Insurance
• Estate Planning
• Investments
• Superannuation & Retirement Planning
• Self Managed Super Funds

Other professionals

We understand that people's needs extend beyond financial planning. For a better quality of life, you may require further professional assistance in other specialist areas or wish us to coordinate our services with other professionals. To help our clients achieve this, we have formed relationships with accountants, lawyers, book keepers and other professionals.

PASSPORT service

Your financial journey takes you to many destinations over a lifetime – from saving for a deposit or retirement, to paying off your mortgage or for your children's education.

Wherever you are our PASSPORT service is designed to help you with your journey by developing a comprehensive plan.

With your destination in mind, we have the right tools and quality advice to ensure you get there, and help you deal with any changes to your 'itinerary' along the way.

As a client of our PASSPORT service, you will receive:

Authorised Representative of Matrix Planning Solutions Limited. AFSL No. 238256. ABN 45 087 470 200