About Us

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

Office staff

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.

Let's Chat

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Your privacy is important to us and AMP Financial Planning which is part of AMP. You may request access to your personal information at any time by calling us or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

Our Clients