Our Investment Strategies

Eureka Whittaker Macnaught can recommend a model portfolio consisting of various researched specialist fund managers for investment, superannuation and pension investors. The model portfolio can include a mix of active and index-based managed funds designed to provide a consistent return suited to each client’s risk profile. Eureka Whittaker Macnaught can also advise you on creating a tailored investment portfolio which includes researched direct share portfolios, listed investment companies, exchange traded funds (domestic and global), a suite of non-traditional managed funds, listed instalment warrants, structured products and capital protected investments.

Our Aged Care Advice

Eureka Whittaker Macnaught offers specialist advice for people looking at placing a loved one into an aged care facility. You probably have a lot of questions, and not many answers. Can they afford the facility of their choice? Will they have to sell the family home? Will they lose their pension? Our specialists understand that it can be a difficult and emotionally challenging time. We will meet with you and your family to put together a financial plan to ensure that care is affordable now and in the future.

Request a copy of our Aged Care Advice Guide

Our Self-Managed Super Fund (SMSF) Services

Eureka Whittaker Macnaught offers a wide range of SMSF strategies for trustees and members across the entire life cycle of a fund. From initial services like our SMSF HealthCheck, establishment, through to advanced SMSF borrowing, SMSF pension and SMSF estate planning strategies. Eureka Whittaker Macnaught is committed to the ongoing education needs of SMSF trustees with key articles via EurekaMoments.

Our Life Risk Services

Eureka Whittaker Macnaught has specialist knowledge and experience in providing clients with the foundation of a sound financial plan—appropriate risk management planning and products to protect individuals, their family dependants, and their businesses from the financial risks of disability, trauma, and death. This includes professionally identifying and managing these risks, calculating appropriate levels of cover, recommending tax-effective structures, and the coordination of applications, underwriting and claims processes.

Our Service Packages

archimedes-clients

Eureka Whittaker Macnaught offers a premium service package for people who have more complex needs and want a close working relationship with their Planner. We call it our ArchimedesClients value proposition. Archimedes was the Greek mathematician who had wisdom ahead of his time. He was appointed to give valuable advice.

ArchimedesClients are retirees, executives or small to medium size business owners with aspirations for growth. They are willing to act on professional financial planning advice, and are serious about success—they have life goals and are motivated to achieve them. ArchimedesClients are people with established professional relationships and networks in our client market.

To keep you on track with your financial goals, the Eureka ArchimedesClients relationship includes:

  • Priority access to Eureka’s Planners, including meetings at your business or home.
  • A regular portfolio review including adjustments to strategies, model portfolios and products to suit changes in your financial situation, approach to investing, or legislative change.
  • Regular comprehensive portfolio reporting.
  • EurekaMoments, newsflashes and other regular communication, including time critical strategies and product renewal reminders.
  • Invitations to exclusive investor briefings and client corporate functions to help keep you informed.
  • Introduction to Eureka’s professional partners – technical specialists, estate planning, legal, accounting, actuarial, banking and stockbroking.
  • Exclusive investment offers and client vouchers.

eureka-essentials

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. EurekaEssentials includes annual telephone contact by a consultant to check whether there have been any changes to your circumstances that may warrant a review of your financial arrangements. The service is limited to advice on basic financial decisions such as superannuation, managed funds or insurance.

eureka-moments

EurekaMoments is our monthly online publication which provides client strategies, investment ideas and alerts on client tips and traps. It includes articles from both our financial planners and top industry spokespeople. EurekaMoments keeps our clients informed about their portfolio and changes to relevant legislation and the financial services landscape.

Talk to a Planner

We are always happy to take a call and talk about your situation and needs. Please don’t hesitate to get in touch.