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.

EurekaEssentials®
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.

ArchimedesClients®
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.

ArchimedesPlus
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.

EurekaPrivate
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.