About Us

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Hi, I’m John Murdica, Managing Director of Retire & Wealth Planners. As a Certified Financial Planner and a Self Managed Super fund Specialist advisor, John200x200I am dedicated to help build a secure financial future for my clients. I aim to provide friendly, professional service and advice, whilst focussing on the customer’s needs.

Advice I specialise in

  • Retirement planning
  • Financial planning
  • Small business advice
  • Investment planning
  • Superannuation
  • Estate planning

General advice I provide

  • Salary packaging
  • Wealth management
  • Debt management
  • Wealth protection

Qualifications

  • Diploma of Financial Planning
  • CERTIFIED FINANCIAL PLANNER® professional
  • SMSF Specialist Advisor
  • ASX Accredited Listed Product Adviser

Memberships and Associations

  • Financial Planning Association (CFP Member)
  • Self Managed Super Fund Professionals of Australia

Experience

  • AMPFP Financial Planner since 1987
  • 2007 AMPFP Excellence and Innovation Award Finalist – Retirement Planning
  • 2013 Australian Financial Review “Smart Investor Magazine” – Masterclass for Financial Planning Top 50 Honour Roll

Our Clients

“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