Wealth Creation
Regardless of your current financial position and financial life stage, Exemplar Financial Planners undertake a complete analysis of your goals to develop your financial plan.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.
Wealth Protection
Insurance is the foundation of all financial plans. ClientComm, Financial Planners can help you evaluate the risks and come up with the right insurance solution for you and your family.
What our clients say
“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
“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
“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
In the News
Retire & Wealth Video
Our Planners
Hi, I’m John Murdica, Managing Director of Retire & Wealth Planners.As a Certified Financial Planner and a Self Managed Super fund Specialist advisor,
I 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.
I am dedicated to help build a secure financial future for my clients.
I aim to provide friendly, professional service and advice, whilst focusing on the customer’s needs.
As a Certified Financial Planner I 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.