October 2017 October is here after the record-breaking heat of September and all the signs point to a hot summ...
We understand that each client is diﬀerent, and recognise that over your lifetime your situation and ﬁnancial goals will change, so should your advice.
We meet and explain our advice process to you and your spouse, if you are a couple. We complete a detailed diagnosis of your current situation, and we turn your lifestyle goals into achievable objectives.
We research and analyse the financial details of your current position, including your attitude to investment risk. We assess what needs to change so that you can reach your objectives. Along with our paraplanning team we model appropriate strategies and product options that will help get you there.
We meet again and recommend suitable strategies, products and services in a Statement of Advice. We answer any questions you have and ensure you understand the value of what is being recommended.
We agree on which recommendations are to be implemented, and our clients services team will help your planner put your plan into action. Where appropriate, your financial planner may work with specialist professionals, such as an accountant or solicitor.
I have been consistently delighted by the unrivalled and exemplary service provided by EWM. I could not be happier and I would certainly recommend them to others. In fact my father is now also a satisfied client!
Through their professional guidance and ability to effectively communicate financial advice recommendations, I am now comfortable in my retirement. I have Eureka Whittaker Macnaught to thank.
We have been with Eureka Whittaker Macnaught since 2013, we appreciate their friendly and courteous manner. We feel that the management of our retirement funds is in skilled and experienced hands.
We have been with Eureka Whittaker Macnaught over 15 years. They are always available to provide assistance. We have confidence in them handling our retirement plans.
Very professional and most efficient in attending to our needs in the Aged Care advice area.
We can recommend a model portfolio consisting of various researched specialist ﬁnd managers for investment, super and pension investors.
Specialist advice for people looking at placing a loved one into an aged care facility. We understand it can be diﬃcult and emotionally challenging.
A wide range of strategies for trustees and members across the entire life cycle of a fund. From our initial health check, to pension and estate planning.
Specialist knowledge and experience in providing clients with a sound ﬁnancial plan and appropriate products to protect individiuals and business.