Merric & Sue

Merric & Sue

My dealings with Zuraida in regard to financial advice date back to 1988 when I took a voluntary “redundancy package” from my then employer.

Over the ensuing years, Zuraida has provided me with ongoing financial advice relating to my superannuation funds up to my retirement in 2001.

Zuraida also assisted me in setting up my Allocated Pension following my retirement, which now provides me with my retirement income. She also assisted my wife with setting up an Allocated Pension of her own.

In all the years of my association with Zuraida, I have found her to be honest, knowlegable, and effective in assisting me with financial and investment matters.

I have no hesitation in recommending Zuraida to anyone who needs financial planning assistance no matter what stage of life they are at.

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.

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