SMSF advice firm acquires regional practice
A financial advice firm providing SMSF services has acquired the practice of NSW-based adviser Ken Mann.
Eureka Whittaker Macnaught, which provides advice on SMSF strategies, establishment, borrowing, pensions and estate planning, said that Regional Financial Solutions Pty Ltd was a “great fit” for the dealer group, noting that both are licensed by Financial Wisdom.
Eureka Whittaker Macnaught chief executive Greg Cook said he hopes to “roll out a wider value proposition” to clients of Mr Mann’s practice following the transition.
“Over the next few months, Ken will be introducing the clients to the new advice team at Eureka Whittaker Macnaught. Then, after 33 years in the profession, Ken is looking forward to enjoying an active, long and well-deserved retirement,” Mr Cook said.
The acquisition marks the addition of a third office to the Eureka Whittaker Macnaught network, the statement said.
Mr Cook said Eureka Whittaker Macnaught is “on a strong growth path” both organically and through acquisitions.