Our Services

Make a positive difference

We use a proven process to determine your goals and investment style and develop a personalised plan to meet your needs.

EWM Services
Our Team

Experienced planners

With a collective experience of over 200 years, our Planners are highly motivated to assist clients in achieving what is important to them.

Meet Our Planners
One size does not fit all

Through all stages of life

We understand that each client is different, and recognise that over your lifetime your situation and financial goals will change, so should your advice.

Life Stages
Search, know, more

Welcome to Eureka Whittaker Macnaught

Knowing you’ve found the expertise of a trusted financial partner is like discovering something of great value. Eureka! You’ve found what you’re looking for. Time to stop the search, know what should be done, and gain more financial independence.

About Us
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Our Advice Process

Step 1. Discovery

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.

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Our Advice Process

Step 2. Research/Strategy

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.

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Our Advice Process

Step 3. Recommendations

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.

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Our Advice Process

Step 4. Implementation

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.

What People Say About Us

Client Success Stories

Proven strategies for a positive difference

Our Services

Investment Strategies

We can recommend a model portfolio consisting of various researched specialist find managers for investment, super and pension investors.

Aged Care Advice

Specialist advice for people looking at placing a loved one into an aged care facility. We understand it can be difficult and emotionally challenging.

SMSF Services

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.

Risk Insurance

Specialist knowledge and experience in providing clients with a sound financial plan and appropriate products to protect individiuals and business.

Contact us to discuss how we can assist you achieve your goals today

Archimedes Clients®

ArchimedesClients is our premium service package for people who have more complex needs or who desire a close ongoing working relationship with their Planner. We call it our ArchimedesClients value proposition. Archimedes was the Greek mathematician who had wisdom ahead of his time, and was appointed to give valuable advice. It includes our EurekaRoadMaps service, which helps you to visualise a ‘life blueprint’ on one page, taking into consideration your goals, objectives, risk, super and other suitable strategies.

Eureka Executive

EurekaExecutive is a tailored package offered exclusively to business owners and executives. In addition to our ArchimedesClients service, EWM will co-ordinate with other professional advisers such as legal and accounting specialists to navigate clients’ complex financial planning needs over the long term including business succession, estate planning and asset protection solutions.

Eureka Essentials

For people who prefer to receive financial advice on one specific financial need, we offer EurekaEssentials. EurekaEssentials clients may be young and just starting out, or those not ready for holistic financial planning advice. Our EurekaEssentials package is a phone-based service model for account holders looking for simple service and guidance.