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Financial Planners

Being licensed directly with ASIC allows our Financial Planning division to tailor advice specific to your needs.


Mulcahy & Co’s financial planning branch is licensed directly with the Australian Securities & Investment Commission (ASIC). No other organisation, financial provider or investment company has ownership or control over the decision-making of our financial planners and financial advisers.


Our ASIC licence allows our team of financial advisers and financial planners to tailor advice specific to clients’ needs.


There is any number of reasons people might need a financial adviser or financial planner. You could be in a strong position financially, need help managing your money or you’re planning to retire or invest, the list goes on. Unless you have the time and knowledge, it is always useful to seek professional advice on financial planning. At Mulcahy & Co, we offer exactly that – professional financial services with expert financial advisers and financial planners.

Our Process in Financial Planning


Watch this informative video about how we go about assisting you on your way to financial security. Brought to you by Director Thayne Turley.



Our respected team of financial advisers and financial planners specialise in financial planning for a range of needs, including:

 

  • Personal investment advice
  • Pre-retirement and retirement planning
  • Direct share broking
  • Personal superannuation advice
  • Employer/corporate superannuation services
  • Negative gearing investment advice
  • SMSF advice
  • Aged care planning
  • Personal insurance such as life insurance, total and permanent disability (TPD), trauma, income protection and/or business expenses insurance cover
  • Centrelink and pension planning advice

 

Choosing a financial adviser is made easy with Mulcahy & Co. From the minute you first make contact with us, you’ll be confident you are dealing with the best financial planning firm.

Investment-Update

Weekly update from our research partner Investsense


The Dust Hasn’t Settled Yet: 

Markets are still digesting the shock of the U.S.’s sudden and wide-ranging tariffs. Share markets have been under pressure, and the level of market volatility remains elevated. Global markets fell between 4–8% over the week, as investors reacted to both the scale of the tariffs and the uncertainty about what comes next.



Australia Feels the Shock but Not Evenly: 

The Australian dollar fell by more than 4%, largely due to our close trade ties with China and Asia. However, local assets such as government bonds fared better, with 10-year yields only dipping modestly.


Liquidity and Confidence Now in Focus: 

What started as a trade issue is now raising broader questions about financial market confidence. Credit conditions are tightening, and global capital is shifting as investors reassess the risks. Central banks will play an important role in the coming months. A clear path toward resolution could help steady the outlook — but if tensions escalate, further market turbulence is possible.


Listen to the Investsense podcast for weekly updates:

Apple: https://podcasts.apple.com/au/podcast/the-investsense-podcast/id1497076117

Spotify: https://open.spotify.com/show/3xR4Vjn77KBpVOj2N15r1p


FINANCIAL PLANNING

Financial Planning Services

Latest Financial Planning Updates

Danny Archer discusses Trump's Tariffs
8 April 2025
The Trump Administration's imposed tariff's have resulted in share market volatility and a lot of negative news.
7 March 2025
We’re delighted to invite you to an exclusive session with Andrew Hunt, InvestSense's independent economist. Based in the UK, Andrew has a unique ability to read global economic trends and decipher what they mean for Australian investors.
17 January 2025
Navigating Inheritances. Nicholes Family Law Partners Nadine Udorovic and Bec Dahl chat to Danny Archer and Damian McMahon. Together, they delve into the complexities of inheritances, offering valuable insights from both legal and financial perspectives on how to navigate this important topic.
Show More

Don't take our word for it...

Mulcahy & Co Financial Planning

I have absolutely no doubt Lynde is one of the very best in her industry.


As part of the ageing process what to do with my nest egg savings and superannuation I found to be quite stressful and as the time got closer to accessing it the more I Googled and read about my choices the more confused I got. Lynde's awesome work ethic, excellent product knowledge and caring nature has enabled us to create a portfolio that really works well and suits our needs making this whole process a whole lot easier.


Thanks Lynde for your continued efforts and please keep up the brilliant work you and your experienced team do as we really do appreciate it. 


~ G & L

Mulcahy & Co Financial Planning
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