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Will you need to sell your home to fund aged care?
Written and accurate as at: Oct 14, 2024 Current Stats & Facts As you or your parents grow older and th...
October 31, 2024
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.
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.
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.
What People Say About Us
Client Success Stories
Peter Claude
Very professional and most efficient in attending to our needs in the Aged Care advice area.
Dianne & Gary Smyth
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.
Ann & Tony Hallett
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.
William Poole
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.
Belinda Curtin
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.
Chris Phillips
I have known Ben Parnell for over 5 years, he looks after my Superannuation fund. In that time he has always given me sound advice, always returns calls & keeps in regular contact. Although we haven’t met face to face I feel I know Ben very well, we have built up a strong relationship. I would recommend Ben & his staff to anyone who wanted good advice with superannuation matters.
Penny
Eureka Whittaker Macnaught have been looking after my affairs for some time now. They provide advice I can trust and I feel I’ve received excellent value for money. I would highly recommend to anyone looking for honest, professional advice.
Mark
Greg and the team at Eureka Whittaker Macnaught have provided clear, professional and informed financial advice to our family for over 25 years. A recent health issue saw their unwavering care and sound advice ensure our family continues to successfully manage during the recovery process.
Bill
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.
Peter
I’ve been associated with Eureka Whittaker Macnaught for many years now. I’m no expert with superannuation or investing of money and these guys have gone beyond their requirements to help me, all the staff are pleasant to deal with and are completely devoted to help and service with clients.
Belinda
I have been consistently delighted by the unrivalled and exemplary service provided by Eureka Whittaker Macnaught. I could not be happier and I would certainly recommend them to others.
Surprise retirement expenses you should know about
Written and accurate as at: Sep 13, 2024 Current Stats & Facts Retirement often forces people to put thei...
September 27, 2024
Planning for retirement when you have debt
Written and accurate as at: Aug 14, 2024 Current Stats & Facts According to ABS figures, the average hous...
August 29, 2024
The Stage 3 tax cuts are live, what should you do with the extra money?
Written and accurate as at: Jul 12, 2024 Current Stats & Facts First announced in 2018 — and given a ma...
July 31, 2024
Start the new financial year strong with this EOFY checklist
Written and accurate as at: Jun 07, 2024 Current Stats & Facts As the 2023-24 financial year winds down, ...
June 29, 2024
Can you inherit a family member’s debt?
Written and accurate as at: May 08, 2024 Current Stats & Facts If a relative or loved one dies owing mone...
May 27, 2024
EurekaMoments: Federal Budget 2024-25: What you need to know
Written and accurate as at: May 15, 2024 Current Stats & Facts Treasurer Jim Chalmers handed down the 202...
May 17, 2024
Protecting your child’s inheritance from divorce
Written and accurate as at: Apr 12, 2024 Current Stats & Facts If you’ve given your child an early inhe...
April 24, 2024
Buying property now vs 30 years ago
Written and accurate as at: Mar 13, 2024 Current Stats & Facts Australians trying to break into the prope...
March 28, 2024
Transitioning to retirement with your health and sanity intact
Written and accurate as at: Feb 14, 2024 Current Stats & Facts Important as it might be, many Australians...
February 27, 2024
Buying vs renting in 2024: What’s the forecasted outlook for each?
Written and accurate as at: Jan 15, 2024 Current Stats & Facts Prospective homebuyers have had a lot to c...
January 30, 2024
Kickstarting your career after an extended break
Written and accurate as at: Dec 15, 2023 Current Stats & Facts Fortunately for many of us, the stigma aro...
December 22, 2023
5 traps to avoid when giving an early inheritance
Written and accurate as at: Nov 13, 2023 Current Stats & Facts Australians are living longer than they us...
November 29, 2023
The ins and outs of the Age Pension
Written and accurate as at: Oct 13, 2023 Current Stats & Facts Along with your superannuation and the sav...
October 26, 2023
Can your super death benefit go to the wrong person?
Written and accurate as at: Sep 14, 2023 Current Stats & Facts If you were to pass away unexpectedly, you...
September 26, 2023
How AI is supercharging financial scams
Written and accurate as at: Aug 15, 2023 Current Stats & Facts As with any new technology, we have to tak...
August 28, 2023
The 1 July tax and super changes you should know about
Written and accurate as at: Jul 14, 2023 Current Stats & Facts As always, 1 July brings with it a number o...
August 1, 2023
4 mind hacks to help turn your finances around
Written and accurate as at: Jun 15, 2023 Current Stats & Facts Whether it’s our approach to saving and ...
June 26, 2023
5 ideas to save on tax before 30 June
Written and accurate as at: May 15, 2023 Current Stats & Facts Beyond making sure everything is filed to ...
May 26, 2023
2023-24 Budget: A wrap up of the proposed measures
On Tuesday 9 May, Treasurer Jim Chalmers handed down the 2023-24 Federal Budget. Read about what the proposed ...
May 10, 2023
Offset vs Redraw: What’s the difference?
Written and accurate as at: Apr 13, 2023 By Alexandra Cain You’ve worked hard for your money, so it makes se...
April 28, 2023
How to stay resilient in uncertain times
Kick fear to the curb with some useful and practical tips on staying financially and emotionally resilient whe...
March 28, 2023
Facing into fear: The key to a smooth transition into aged care
Written and accurate as at: Feb 15, 2023 Current Stats & Facts The prospect of leaving home and moving in...
February 28, 2023
8 ways to help build your money muscles in 2023
Learn some simple ways to help set yourself up to be fighting fit for the year ahead. Written and accurate as ...
January 31, 2023
Q&A: Can electric cars save you money?
With the cost of fuel eating into household budgets, is it time to assess the financial merits of going electr...
December 19, 2022
3 ways to protect yourself from online fraud
Fraser Jack at Cyber Collective shares some essential ingredients to a safety-first mindset online, and practi...
November 29, 2022
3 tips on negotiating a home loan rate
Mortgage Broker Catherine Denney from Nook Money shares tips to help with getting a good outcome from a phone ...
November 3, 2022
2022-23 Budget: ‘Building a better future’
On 25 October 2022, Treasurer Jim Chalmers handed down an updated 2022-23 Federal Budget. Read about what thes...
October 26, 2022
3 ways to protect the Bank of Mum and Dad
Putting legal arrangements in place with family members might seem unnecessary, but it may help protect you an...
October 5, 2022
Why a Will may not be enough
Hear from family lawyer Bhavesh Mistry about ways to get your financial affairs in order while you have time o...
September 1, 2022
The $64,000 Question
In July “peoples advocate” Super Consumers Australia (SCA) published new figures on how much money you nee...
July 27, 2022
Infographic: 5 principles to keep in mind when markets are volatile
Written and accurate as at: May 19, 2022 A share market downturn can sometimes make even the most experience...
June 17, 2022
5 important considerations for 2021-22 EOFY
Written and accurate as at: May 12, 2022 Current Stats & Facts For many of us, the period just before the ...
May 31, 2022
Home loans and refinancing
Your home loan will likely be the largest debt you pay off in your lifetime, by taking a proactive approach yo...
April 30, 2022
2022 Federal Budget
2022 Budget: The ‘Stronger Future For All Australians’ proposed measures On 29 March 2022, Treasurer Josh ...
March 30, 2022
SMSFs: Individual trustee vs. corporate trustee
Written and accurate as at: Mar 15, 2022 Current Stats & Facts According to the latest ATO data*, at 30 Ju...
March 18, 2022
Carry-forward (catch up) concessional contributions
If you work casual or part-time, take time out of work, or have ‘lumpy’ income, it can mean periods where ...
February 24, 2022
Key financial habit considerations for the New Year
Written and accurate as at: Jan 13, 2022 Current Stats & Facts Reflection can be a useful tool when enteri...
January 28, 2022
Update: ‘Enhancing Super Outcomes For Australians’ legislation
Written and accurate as at: Dec 09, 2021 Current Stats & Facts Treasurer Frydenberg delivered the ...
December 29, 2021
Retirement and housing (homeownership)
Written and accurate as at: Nov 15, 2021 Current Stats & FactsAccording to 2016 Census data*, about 76% o...
November 25, 2021
The different types of aged care services
In our retirement years, a time may come when we need to consider aged care services to help with looking afte...
October 26, 2021
Invalid wills, passing away intestate, and intestacy rules
Written and accurate as at: Sep 15, 2021 Current Stats & Facts Approximately 45% of Australians* pass aw...
September 21, 2021
Tips for reviewing annual super statements
Your retirement income (and outcome) can be intrinsically linked to your accumulation, and use, of wealth insi...
August 13, 2021
EOFY planning for the 2020-21 financial year
With 30 June coming up, please consider putting aside time to review your personal finances—and take action,...
May 28, 2021
2021-22 Federal Budget— ‘Securing Australia’s Recovery’
The 2021-22 Federal Budget was recently delivered on 11 May 2021 by Treasurer Josh Frydenberg. This year’s B...
May 13, 2021
Update: Indexation of contribution caps
The contributions caps limit the amount that can be contributed to super. In this article, we provide details ...
March 22, 2021
Personal insurances: Insurance premium styles
A number of variables influence the insurance premiums payable on a personal insurance policy. In this article...
February 18, 2021
‘Tis the season for wise spending decisions
The traditional festive holiday season is likely to be a little different this year, but one thing is likely t...
December 4, 2020
Your guide to Government support during COVID-19
The unprecedented challenge of COVID-19 has left us feeling uncertain and overwhelmed. Eureka Whittaker Macnau...
November 2, 2020
Federal Budget 2020-21 Analysis
Building a bridge to recovery In what has been billed as one of the most important budgets since the Great Dep...
November 2, 2020
Golden girls: What women need to know about money
Worried about running out of money in old age? We talk to retirement expert and women’s advocate Nico...
April 16, 2018
Superannuation: Getting the Facts
For many people, super is one of the best ways to grow your wealth, as it provides significant tax concessions...
April 16, 2018
Protecting You and Your family: What You Need to Know
Insuring your car, home or other possessions makes sense. So why do so few of us insure ourselves? If illness ...
April 16, 2018
The Nitty-Gritty of Financial Goal Setting
There is plenty of advice out there about why you should save for your future, but little that explains exactl...
April 16, 2018
Investment Choices Understanding the Basics
There are many types of investment vehicles to choose from, with managed funds one of the most popular ...
April 16, 2018
Eureka Moments, October 2017
October 2017 October is here after the record-breaking heat of September and all the signs point to a hot summ...
October 1, 2017
Proven strategies for a positive difference
Our Services
Investment Strategies
We can recommend investment portfolios designed to provide returns suited to each client’s risk profile and lifestage, including tailored advice for clients seeking ethical investment solutions.
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
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