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
4_Recommendation
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

39

YEARS

IN BUSINESS

120

YEARS

EXPERIENCE

20

7

4

1200

10x

OUR PURPOSE

To provide our clients with the best advice to help them achieve their goals, while building long lasting and trusted professional relationships.

To be recognised as a leading advice practice and spearhead in the evolution of our industry into a profession.

Our 5 Step Advice Process

STEP 1 DISCOVER We complete a detailed diagnosis of your We meet and explain our advice process current situation, and we turn your lifestyle
goals into achievable objectives. to you and your spouse, if you are a couple.
STEP 2 RESEARCH/
STRATEGIES
change for you to reach your objectives. We analyse the financial details of your
Along with our paraplanning team, we model will help get you there. investment risk. We assess what needs to current position, including your attitude to appropriate strategies and product options that
STEP 3 RECOMMEND We answer any questions you have and We meet again and recommend suitable ensure you understand how our advice helps objectives. strategies, products and services in a We answer any questions you have and ensure you STEP 4 IMPLEMENT
team will help your planner put your plan We agree on which recommendations are into action. Where appropriate, your planner an accountant or solicitor. to be implemented, and our client services may work with other specialist such as
STEP 5 ONGOING
ADVICE
each year so that you stay on track. Your We are on call for you as challenges arise, time, and there will be opportunities with you and will work hard in your best interest. ensure your plan is formally reviewed
investments and legislative change—we will be circumstances and objectives will alter over

OUR LEADERS

GREG COOK

Greg is one of our business founders. He’s a Certified Financial Planner and our Chief Executive. During the last three decades Greg has helped take financial planning from an industry to a profession. He is a member of the Financial Planning Association’s Conduct Review Commission, the profession’s disciplinary body, and is a current member of Kaplan’s
editorial committee. Greg is also President of Lindfield Cricket.
“I love meeting new clients and helping them achieve their objectives.”

ANDREW JONES

Andrew is a senior financial planner and the Finance Director of Eureka Whittaker Macnaught. He is a self-managed superannuation expert. Andrew has a passion for creating successful Retirement Road Map plans for individuals, families and small business owners as they look to transition away from the workforce towards the next chapter of their life.
“It’s a privileged position, being given the responsibility to help clients achieve financial freedom.”

SALLY BELL

Sally is a Certified Financial Planner, and General Manager, Advice/Operations of Eureka Whittaker Macnaught. Sally has worked in financial planning since 2001. Prior to joining Eureka in 2013, she worked with Whittaker Macnaught for 9 years. Sally is highly motivated
to assist clients in achieving what is important to them, and believes in tailored financial advice, not a onesize-fits-all approach. Sally is one of Eureka Whittaker Macnaught’s Aged Care Specialist planners.
“I feel rewarded seeing clients achieve their dreams, our people progressing in their careers and building a greater profession.”

PROFESSIONAL YEAR

The business has a long history of developing and promoting team members with many progressing from client services roles, to paraplanning roles and then becoming financial planners.
In January 2019, the Professional Year requirement began for new planners in Australia. Once a candidate has the appropriate tertiary qualifications and industry experience they can begin the 1600 hours of practical mentorship and professional development.
Harry was the first candidate in Australia to register for the Professional Year, and significantly, was the first person to complete it.
Greg Cook and Sally Bell were his supervisors.

What People Say About Us

Client Success Stories

Proven strategies for a positive difference

Our Services

Investment Strategies

We can recommend a model portfolio consisting of various researched specialist find managers for investment, super and pension investors.

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

Archimedes Clients®

ArchimedesClients is our premium service package for people who have more complex needs or who desire a close ongoing working relationship with their Planner. We call it our ArchimedesClients value proposition. Archimedes was the Greek mathematician who had wisdom ahead of his time, and was appointed to give valuable advice. It includes our EurekaRoadMaps service, which helps you to visualise a ‘life blueprint’ on one page, taking into consideration your goals, objectives, risk, super and other suitable strategies.

Eureka Executive

EurekaExecutive is a tailored package offered exclusively to business owners and executives. In addition to our ArchimedesClients service, EWM will co-ordinate with other professional advisers such as legal and accounting specialists to navigate clients’ complex financial planning needs over the long term including business succession, estate planning and asset protection solutions.

Eureka Essentials

For people who prefer to receive financial advice on one specific financial need, we offer EurekaEssentials. EurekaEssentials clients may be young and just starting out, or those not ready for holistic financial planning advice. Our EurekaEssentials package is a phone-based service model for account holders looking for simple service and guidance.

OUR TECHNOLOGY PARTNERS

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