About Us – History Updates 20Sept

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

Eureka Whittaker Macnaught Pty Ltd and Eureka Financial Group Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. https://fortnum.com.au

Our History

Our Mission

Our mission is to maximise and protect the wealth of business owners, executives and high performance professionals who are time poor and who appreciate the value of our strategic advice. We achieve this by:

Providing them with personalised, strategic financial advice and services, specialising in wealth maximisation, asset and income protection, retirement planning, estate planning and financial and business coaching;introducing them to a network of professionals who can help them address all their financial needs and obligations; employing a winning combination of skilled people and efficient processes that deliver quality results every time; and ensuring our service is powered by systems and processes that remain streamlined and efficient through continuous improvement.

Our clients appreciate that we do things a little differently. They value our special ability to build their knowledge by turning complex issues into plain language, and our strategic ‘big picture’ approach that takes into account their entire financial position as we help them achieve their goals and aspirations throughout life. We actively foster a stimulating and enjoyable workplace, where a life and work balance is encouraged, and all team members are rewarded for their initiative and positive contribution to client and team goals. Our ultimate aim is to continually grow our business in a sustainable manner that can be replicated in other localities in the medium to long term.

Our Business Profile

Established in 1993, Eureka has a reputation for providing valuable financial advice to people of all ages. Eureka’s professionalism and high quality advice has been recognised in the prestigious Financial Wisdom National Practice of the Year Awards in 2011 and 2014. In 2013 Eureka changed its name to Eureka Whittaker Macnaught and established a new office in Brisbane.

Why are we different?

Eureka Whittaker Macnaught 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 Planners refer to the Our Team section.

Our mission is to maximise and protect the wealth of business owners, executives and high performance professionals who are time poor and who appreciate the value of our strategic advice. We achieve this by:

Providing them with personalised, strategic financial advice and services, specialising in wealth maximisation, asset and income protection, retirement planning, estate planning and financial and business coaching;introducing them to a network of professionals who can help them address all their financial needs and obligations; employing a winning combination of skilled people and efficient processes that deliver quality results every time; and ensuring our service is powered by systems and processes that remain streamlined and efficient through continuous improvement.

Our clients appreciate that we do things a little differently. They value our special ability to build their knowledge by turning complex issues into plain language, and our strategic ‘big picture’ approach that takes into account their entire financial position as we help them achieve their goals and aspirations throughout life. We actively foster a stimulating and enjoyable workplace, where a life and work balance is encouraged, and all team members are rewarded for their initiative and positive contribution to client and team goals. Our ultimate aim is to continually grow our business in a sustainable manner that can be replicated in other localities in the medium to long term.