Client Education

CLIENT EDUCATION

In addition to providing our clients with market-leading advice, we provide our clients with valuable education opportunities to help improve their financial literacy.

The resources we make available to clients include:

EUREKAMOMENTS®

EurekaMoments® is our monthly online publication which provides client strategies,
investment ideas and alerts on client tips and traps. It includes articles from both our financial planners and top industry spokespeople. EurekaMoments® keeps our clients informed about their portfolio and changes to relevant legislation and the financial services landscape.

EXCLUSIVE WEBINARS

We invite external speakers such as portfolio managers to share their insights with our clients.

INDUSTRY RELATIONSHIPS

We hold affiliations and relationships with these partners:

We are licensed with Fortnum Private Wealth. They have won the prestigious CoreData Licensee of the Year Award for three consecutive years. Fortnum Private Wealth are not aligned to any product manufacturers and they provide us with an extensive, well-researched list of solutions to recommend to clients.
The wider AZ NGA advisory community benefits our clients by giving them access to discounted
product with investment and superannuation platforms.

Industry Superfunds
Eureka Whittaker Macnaught also works alongside Industry Funds who share our client first
philosophy. We provide comprehensive strategic financial planning advice to their members.