Laurie & Rae


As retirement approached Rae & I were unsure of our financial future. In 1999/2000 we sought assistance and made a smart move seeking advice from Zuraida, who made Rae and I feel comfortable and happy about our future finances.

Having Zuraida as our financial Planner/adviser to look after our funds has put our minds at ease, particularly in retirement.

Although Rae had little superannuation accumulated during her working life with strategies put in place prior to retirement Rae is receiving an income stream from her allocated pension. This income compliments my CSS Pension, providing us with freedom to travel and afford a comfortable lifestyle in retirement.

Rae and I greatly appreciate Zuraida's advice and sound financial planning and highly recommend her services.