Kelli and Penny
We knew deep down that we needed financial help as all we seemed to be doing was spending money without having anything at the end to show for all our hard work.
Yet we put off seeing a financial planner because we didn’t want to give up on our lifestyle and fun holidays. We also thought that it would be like speaking to our parents about money; just being told to “Save and stop spending on unnecessary items”.
We didn’t really have clear financial goals, just a few dreams of what we wanted to do as we grew older. Yet, when we met with Zuraida, she just understood us.
We never thought that taking a year off from our regular jobs to travel, live and work overseas was possible. Zuraida, however, found a way while also ensuring we still have a solid financial future.
This is general information and does not consider your circumstances. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs.