Welcome to Retire & Wealth Planners
We assist clients to Plan, Grow and Enjoy the wealth they have created through a wide range of practical financial planning strategies.
By delivering on our promises of outstanding levels of service, we build lasting relationships with our clients. We are a friendly, professional team dedicated to focusing on customer needs and assisting you with making the right financial decisions.
Back Row (L-R) – Luke Jones, John Murdica, Matthew Hams & Allison Baker
Front Row (L-R) – Jayde Richardson, Melinda Smith & Shirley Arestia
Assisting John Murdica, Matthew Hams and Luke Jones are:
- Melinda Smith – Melinda is our receptionist at our Korumburra Office.
- Shirley Arestia – Shirley is our Financial Planning assistant and is based at our Korumburra office.
- Jayde Richardson – Jayde is our receptionist at our Leongatha Office.
- Allison Baker – Allison is our Financial Planning Assistant based at our Leongatha office.
- Vicki Murdica – Vicki helps with our office administration.
You will always find all of our staff very friendly and willing to help.
“I was delighted to find that you did not attempt to ride “rough shod” over my conservative ideas, that you demonstrated tolerance, patience and understanding of the frame of mind of one new to the investment world, and that you were prepared to go to such lengths to explain so clearly the various considerations and alternatives. I also appreciated the absence of pressure to persuade me to choose any particular course of action.”
– John Pearce
“For a person of bad financial understanding such as me, you have done a good job of helping me through the financial maze,John. In these days, when either side of the Government argue about which is the best way, for the economic path, it is good to be able to put that guidance into someone you feel you can trust. Thanks for that, and the efficiency in which the whole super changes etc were made – it was great while on holiday, to call into Centrelink at Broken Hill and be told the job was done.”
– John McLean
“John has prepared a Financial Plan for us and has assisted us with our pension entitlements and dealings with Centrelink. In these matters John has given excellent service. He always makes himself available for discussion and answering queries. With regard to Centrelink, he has been most willing to make phone calls on our behalf, and his knowledge and advice has been of great value.”
– Les and Gwen Adkins
“We appreciated your help with our Centrelink problem while we were on holidays John. A comfortable feeling knowing we can contact someone who cares.”
– Robert Spooner
“I was very impressed with the care and time John took with helping me and also the courtesy he showed helping me with a tax problem.”
– Marj Alp