Eureka offers a premium service package for people who have more complex needs and want a close working relationship with their Adviser. We call it our ArchimedesClient value proposition. Archimedes was the Greek mathematician who had wisdom ahead of his time. He was appointed to give valuable advice.
For people who prefer to receive financial advice on one specific financial need, we offer EurekaEssentials. Our EurekaEssentials package is a phone-based service model for account holders looking for simple service and guidance. EurekaEssentials clients may be young and just starting out, or those not ready for holistic financial planning advice.
"When my readers need advice I know Eureka Whittaker Macnaught will help them with their financial future. They are part of the new generation of professional Financial Planners. Eureka Whittaker Macnaught is a business you can trust for financial planning advice."
We are a multi-award winning practice which provides great advice to enable people to achieve their financial and life objectives.
Eureka is a multi-award winning practice which provides great advice to enable people to achieve their financial and life objectives.
Eureka has lead the financial planning profession's transition from investment commission to fee for service remuneration. Our philosophy is that clients need to understand investment and advice costs and they should be separate and clear. Conflicts of interest should be avoided, or disclosed and managed.
For a detailed profile on our experienced financial advisers refer to our Financial Services Guide.