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...
We use a proven process to determine your goals and investment style and develop a personalised plan to meet your needs.
With a collective experience of over 200 years, our Planners are highly motivated to assist clients in achieving what is important to them.
We understand that each client is different, and recognise that over your lifetime your situation and financial goals will change, so should your advice.
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.
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.
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.
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.
Very professional and most efficient in attending to our needs in the Aged Care advice area.
Peter Claude
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.
Dianne & Gary Smyth
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.
Ann & Tony Hallett
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.
William Poole
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.
Belinda Curtin
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.
Chris Phillips
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.
Penny
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.
Mark
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.
Bill
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.
Peter
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.
Belinda
Written and accurate as at: Sep 13, 2024 Current Stats & Facts Retirement often forces people to put thei...
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In July “peoples advocate” Super Consumers Australia (SCA) published new figures on how much money you nee...
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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.
Specialist advice for people looking at placing a loved one into an aged care facility. We understand it can be difficult and emotionally challenging.
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.
Specialist knowledge and experience in providing clients with a sound financial plan and appropriate products to protect individiuals and business.
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.
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.
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.
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.