Eureka Whittaker Macnaugh
- Company typePrivate
- Founded1993
- HeadquartersSydney, Australia
- Headcount11–50
- GTM typeB2C
- OfferingServices
Eureka Whittaker Macnaugh firmographics
Firmographics- Name
- Eureka Whittaker Macnaugh
- Legal name
- Eureka Financial Group Pty Ltd
- Website
- https://eurekawhittakermacnaught.com.au
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Eureka Whittaker Macnaugh industry classification
Industry- Product category
- Financial Advisory Services
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)
- akta.pro secondary industries
- Discretionary Portfolio Management (DPM) (FSAAABAC), Multi-Family Offices (MFOs) (FSAAADAB)
Keywords
Where Eureka Whittaker Macnaugh is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices5 records
Markets served
Eureka Whittaker Macnaugh business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Fees: Fee-for-service financial planning advice with tailored advice fees for EurekaPrivate clients, discounted Statement of Advice fees for ArchimedesPlus clients
- Service Package Fees: Tiered service packages (EurekaEssentials, ArchimedesClients, ArchimedesPlus, EurekaPrivate) with different fee structures based on service complexity
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | EurekaEssentials - Basic single-need advice for simple financial decisions |
| Other | Annual | ArchimedesClients - Premium service for complex needs with close planner relationship |
| Other | Annual | ArchimedesPlus - Full wealth creation and management with discounted SOA fees |
| Other | Annual | EurekaPrivate - Senior planner service with coordinated professional advisers |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Eureka Whittaker Macnaugh product offering
Product offeringCore offering
Eureka Whittaker Macnaught is an Australian financial advisory firm delivering personalised financial planning services through licensed financial planners across five offices in NSW and QLD. Its offerings span a four-tier service packaging model (EurekaEssentials, ArchimedesClients, ArchimedesPlus, EurekaPrivate) alongside specialist advice in investment strategies, aged care, self-managed super funds (SMSF), and risk insurance, delivered through a structured Discovery, Research/Strategy, Recommendations and Implementation advice process.
Product overview
Eureka Whittaker Macnaught is a financial advisory firm offering a tiered service model with four distinct service packages. The core services include Investment Strategies, Aged Care Advice, SMSF Services, and Risk Insurance. Service packages range from EurekaEssentials® (single-need advice on superannuation, managed funds, or insurance) through ArchimedesClients® (comprehensive planning for complex needs) and ArchimedesPlus (adds wealth creation benefits) to EurekaPrivate (premium service with senior planners for executives and business owners). The firm is an Authorised Representative of Fortnum Advice Pty Ltd (AFSL 519190) and operates across Sydney, North Sydney, Brisbane, and Cleveland/Westcourt locations.
Differentiator
Problem solved
Functional benefit
Companies that use Eureka Whittaker Macnaugh
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles4 records
Eureka Whittaker Macnaugh technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature4 records
Eureka Whittaker Macnaugh partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core, supporting and minor.
- Fortnum AdvicecoreEureka Financial Group Pty Ltd, along with all its financial advisers, are Authorised Representatives of Fortnum Advice Pty Ltd (AFSL 519190). They are authorised to provide financial planning services to clients under this licence.
- IresscoreTechnology partner providing financial planning software and platform technology for client management and advice delivery
- Mercer MorningstarcoreInvestment research and data platform partner providing investment analysis tools and market research for portfolio construction and monitoring
- MyProsperitysupportingClient portal and financial dashboard technology enabling clients to view and manage their financial information online
- Practice ProtectsupportingPractice management and compliance technology for financial planning businesses
- ZoomsupportingVideo conferencing platform enabling virtual client meetings and consultations
- Blue Harbour Financial PartnersminorTokim Holdings Pty Ltd trading as Blue Harbour Financial Partners, a wholly owned subsidiary of Eureka Financial Group Pty Ltd
- Foster Raffan iPlanminorFoster Raffan iPlan Pty Ltd, a wholly owned subsidiary of Eureka Financial Group Pty Ltd providing financial planning services
Scale indicators2 records
Recent moves1 record
Expansion highlights5 records
Eureka Whittaker Macnaugh competitors and assessment
Company assessmentDirect peers
- Fortnum Advice: AFSL holder (AFSL 519190) under which EWM operates as an Authorised Representative. Provides financial advice and licensee services to a network of advice practices across Australia, sharing the same regulatory and operating environment as EWM.
- Shadforth Financial Group: Mid-sized Australian financial advisory firm offering holistic financial planning, retirement, superannuation, and aged-care advice to retail and HNW clients. Directly comparable in service breadth, customer segments, and advice-led model.
- MTP Financial: Australian financial advisory firm co-branded on EWM's homepage as a referral partner. Operates a similar advice-led model serving retail and HNW clients with retirement and wealth planning services across multiple Australian states.
- Morgans Financial: Australian full-service stockbroking and wealth advisory firm offering financial planning, portfolio management, and superannuation advice. Comparable in client segments (retail, HNW, SMSF trustees) and in offering personalized financial advice alongside investment execution.
- Ord Minnett: Australian private wealth advisory and stockbroking firm providing financial planning, investment advice, and portfolio management to HNW individuals and families. Comparable in advice-led model, HNW focus, and tiered service offering.
- Bridges Financial Group: Australian financial advisory firm providing personalized financial planning, investment, superannuation, and insurance advice to individuals and families. Comparable in size, customer mix, and the relationship-driven advice model.
- Wealthmed: Australian financial advisory firm shown as a co-marketing partner on EWM's website. Provides similar personalized financial planning and wealth management services to retail and professional clients in Australia.
Broad incumbents
- Count Financial: One of Australia's largest financial advisory dealer groups, supporting a network of accounting-aligned financial planners. Broader incumbent that competes with EWM for the same retail and SMSF client base but at much greater scale.
- IOOF / Insignia Financial (formerly IOOF Holdings): Large Australian wealth and advice group owning advice brands such as Shadforth, Hillross, and Bridges. Competes with EWM across retail and HNW advice segments and operates as a broader incumbent with platform, superannuation, and investment management businesses.
- AMP Financial Planning: Major incumbent wealth manager in Australia with a national network of financial planners. Overlaps with EWM on retirement, superannuation, and investment advice but operates at far larger scale with proprietary platforms and broader product capabilities.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Eureka Whittaker Macnaugh financial estimates
Financial estimateRevenue estimate
Valuation estimate
Eureka Whittaker Macnaugh leadership team
Management profileNumber of profiles
Eureka Whittaker Macnaugh subsidiaries and ownership
Company hierarchySubsidiaries2 records
Eureka Whittaker Macnaugh funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Eureka Whittaker Macnaugh M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Eureka Whittaker Macnaugh
What does Eureka Whittaker Macnaugh do?
Eureka Whittaker Macnaught is an Australian financial advisory firm delivering personalised financial planning services through licensed financial planners across five offices in NSW and QLD. Its offerings span a four-tier service packaging model (EurekaEssentials, ArchimedesClients, ArchimedesPlus, EurekaPrivate) alongside specialist advice in investment strategies, aged care, self-managed super funds (SMSF), and risk insurance, delivered through a structured Discovery, Research/Strategy, Recommendations and Implementation advice process.
Is Eureka Whittaker Macnaugh a public or private company?
Eureka Whittaker Macnaugh is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Eureka Whittaker Macnaugh founded?
Eureka Whittaker Macnaugh was founded in 1993. It employs 11 to 50 people.
Where is Eureka Whittaker Macnaugh based?
Eureka Whittaker Macnaugh is headquartered in Sydney, Australia, in the Oceania region.
How does Eureka Whittaker Macnaugh make money?
Two revenue lines are on record. Financial Advisory Fees are the primary driver. The others are service Package Fees.
Who are Eureka Whittaker Macnaugh's main competitors?
Direct peers on record are Fortnum Advice, Shadforth Financial Group, MTP Financial, Morgans Financial, Ord Minnett, Bridges Financial Group and Wealthmed. Broad incumbents are Count Financial, IOOF / Insignia Financial (formerly IOOF Holdings) and AMP Financial Planning.
Does Eureka Whittaker Macnaugh have an API?
No public API is recorded for Eureka Whittaker Macnaugh.
What industry is Eureka Whittaker Macnaugh in?
Eureka Whittaker Macnaugh's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAAAAG, Managed Accounts & Model Portfolios (SMA/UMA), with a secondary code of FSAAABAC, Discretionary Portfolio Management (DPM). Its SIC code is 6282.