Tash & Patrick

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After getting married we wanted to consolidate our finances and put structures in place to support us through the various stages of life. Zuraida has helped us to clarify our financial goals as a new family unit and navigate the tax, insurance, and share market systems to ensure that we get value for our money. Zuraida is a great listener, patient, friendly, and very good at explaining complex (at least to us!) ideas in simple yet accurate language. Periodic meetings and monthly updates on our progress help us to understand how our goals are working out in real time. We feel happy and confident with the goals that Zuraida has helped us set and the structures put in place to help us get there!