Our team of financial planners has diverse skills that enable them to offer clients this specialised advice:
Placing a loved one into an aged care facility can be difficult and emotionally challenging. Balancing the considerations can be overwhelming.
Our specialist will meet with you and your family, and work with you to formulate a plan to ensure that care is affordable now, and in the future.
We assist clients who seek to invest in companies or assets taking into account environmental issues (pollution, climate change, water and other resources scarcity), social issues (local communities, employees, health and safety), corporate governance issues (prudent management, business ethics, strong boards, appropriate executive pay) or ethical issues.
We offer a wide range of SMSF strategies for trustees and members across the entire life cycle of a fund. From initial services like our SMSF HealthCheck, establishment, through to advanced SMSF borrowing, SMSF pension and SMSF estate planning strategies.
We are committed to the ongoing education needs of SMSF trustees with key articles via EurekaMoments®.
Eureka Whittaker Macnaught was an early adopter of advice fees over product commissions, and for many years now we have offered fee for service and flat ongoing fee agreements to clients.
Ongoing Service Packages
Where clients seek an ongoing service arrangement, we offer flat fee agreements. The rate varies depending on the level of complexity and services provided.
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.
The resources we make available to clients include:
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.
We invite external speakers such as portfolio managers to share their insights with our clients.
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