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
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 analyse the financial details of your current position, including your attitude to investment risk. We assess what needs to change for you to 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 how our advice helps you to meet your objectives.
We agree on which recommendations are to be implemented, and our client services team will help your planner put your plan into action. Where appropriate, your planner may work with other specialist professionals, such as an accountant or solicitor.
We are on call for you as challenges arise, and we will ensure your plan is formally reviewed each year so that you stay on track. Your circumstances and objectives will alter over time, and there will be opportunities with investments and legislative change—we will be beside you and will work hard in your best interest.
First home buyers
Some savings, but worry if it’s enough
Need to get their superannuation organised
Wants to understand and implement a personal insurance plan
Have an active interest in the financial market or keen to learn more
May be already financially successful and need advice beyond the basics
Analytical, wellprepared, researched and seeking advice
Open-minded, approachable
Enjoyed a successful career as an executive or business owner
Talking about working less Wants to enjoy life, not manage money
Might wonder if they have enough to retire on or if they need to
Have mentioned concerns about having to ‘cut back’ in retirement
Empty nesters with adult children, may be considering a sea change
Wants to enjoy life not manage finances
Caring for elderly parents
Tel. 1800 621 807