We make plans
happen.

The financial direction to enable you to achieve your financial and life objectives. Discover More  
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
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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 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

EurekaEssentials®

For people who prefer to receive financial advice on just one specific financial need, we offer EurekaEssentials®. This package is for clients looking for simple service and guidance. Clients may be young and just starting out, or those not ready for holistic financial planning advice. The service is limited to advice on basic financial decisions such as superannuation, managed funds or insurance.

ArchimedesClients®

A premium service package for people who have more complex needs and want a close working relationship with their planner. ArchimedesClients® are willing to act on professional financial planning advice and are serious about success—they have life goals and are motivated to achieve them.

ArchimedesPlus

Our ArchimedesPlus package incorporates everything in the ArchimedesClients® package, plus additional wealth creation and wealth management benefits, including discounted Statement of Advice fees. Generally they will have more complicated advice needs, for example, Self Managed Superannuation Fund advice.

EurekaPrivate

These clients work with our most senior financial planners. They can be successful executives or business owners, often requiring a succession solution. We coordinate your other professional advisers so you can focus on what’s most important to you. EurekaPrivate clients are charged advice fees tailored to their needs. There are no other fees or charges for additional advice that may arise throughout the year.

OUR TECHNOLOGY PARTNERS

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