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Showing 1 - 10 of 17 results for "Eureka Whittaker Macnaught"

EWM to buy three advice firms

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
Financial advice firm Eureka Whittaker Macnaught (EWM) has announced three new acquisitions, advancing its ambitions to become a 'super firm'. Before the year's end, EWM will acquire MSI Taylor Wealth Management led by Peter O'Callaghan and Daniel Shine ...

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
... takeover as the largest shareholder last year. The transaction was finalised in December. In March, Eureka Whittaker Macnaught and Foster Raffan iPlan - both part of AZ NGA - merged to form a large, multi-disciplinary firm serving around 2500 clients ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... SMSF auditor disqualification. The advice sector continues to consolidate. AZ NGA-backed advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners recently announced their merger. Last year, major mergers and acquisitions included ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger. The merged entity will operate under EWM chief executive and co-founder Greg Cook and ...

Financial advice firm grows

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2019
... advice business has expanded, acquiring a financial planning practice in Sydney's greater west. Eureka Whittaker Macnaught has acquired Warren McHattan Financial Services in Parramatta, putting into motion a broader strategic plan called EWM4.0. ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Wealth; James McFall of Yield Financial Planning; and VISIS Private Wealth's Chris Smith. Meanwhile, Eureka Whittaker Macnaught, VISIS Private Wealth and Wotherspoon Wealth are nominated for the FPA Professional Practice of the Year Award. Cooper Wealth ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... advice firm added its third office, acquiring an advice business on the New South Wales Central Coast. Eureka Whittaker Macnaught purchased Ken Mann's Regional Financial Solutions practice, complementing its existing presence in Sydney and Brisbane. ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... Management FPA Professional Practice of the Year Award Capital Partners Private Wealth Advisers - Perth (WA) Eureka Whittaker Macnaught - Sydney & Brisbane (NSW & QLD) MBA Financial Strategists - Adelaide (SA) FPA University Student of the Year Award ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... licence. Harvest Wealth is AZ NGA's sixth acquisition, following Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services, Financial Lifestyle Partners and Wise Planners. Based in Mildura and formed via ...
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