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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...


Market Reaction to New U.S. Tariffs: 

The U.S. administration announced 25% tariffs on Canada and Mexico and 10% on China, prompting declines in equity markets and lower bond yields as investors assessed the potential economic impact.


Tech Sector Performance and AI Developments: 

Major tech companies, including Apple and Meta, reported strong earnings, though the launch of China’s DeepSeek AI model introduced new considerations for the sector. Companies with more measured AI investments, such as IBM and Amazon, outperformed, reflecting shifts in investor sentiment.


Fiscal Tightening Raises Economic Concerns: 

Reports of increased fiscal tightening in the U.S., including adjustments to Treasury spending, raised questions about potential effects on household incomes and global economic growth. These developments, alongside the new tariffs, add to economic uncertainty moving forward.



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

Episode 77 FS360 Podcast - Navigating Inheritances

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.

Financial Planning Wrap for 2024

18 December 2024
Watch the video above from Thayne. As 2024 comes to a close I thought I'd take the opportunity and send a thank you note to you all as gratitude for your continued support and loyalty. Throughout 2024 we have experienced; 1. Exceptional investment returns from all asset classes and sectors: ASX 200 up 23% S&P 500 up 30% AUST. Bonds up ~4.5% INTERNATIONAL Bonds up ~6% Aust Retail Property Trust up 39% 2. This hopefully reminds you all that it's best to remain invested even when economic conditions are uncertain. 3. We are actively monitoring and keeping an eye on US economic data particularly to understand which direction inflation may head, how this will impact interest rates and currency valuations, will there be a resurgence of small companies, emerging markets and bond and property prices. 4. With our research team we are well positioned to keep on top of the ever changing landscape, making investment decisions to maximise returns and minimise risk with regular investment committee meetings and analysis of data. 5. For many of our actively managed investment portfolios we ranked in the top 5 if not top 10 of throughout the course of the year which is a testament to the structure of Mulcahy & Co offices, people, systems and processes that we continue to build on to provide a quality service and outcomes to you all. 6. Please remember here at Mulcahy & Co the Financial Planning team is a part of a bigger network incorporating Accounting, Lending and Legal to deliver Financial Security 360 to make sure all of your financial needs are met and complement each other to achieve your goals and objectives. Once again I'd like to thank you for your support and wish you and your families a Merry Christmas and happy new year. The Mulcahy & Co Financial Planning Team
Mulcahy & Co Investment Options out-perform Top 10 funds in Australia

Mulcahy & Co Investment Options out-perform Top 10 funds in Australia

20 October 2024
Mulcahy & Co Financial Planning are pleased to announce that we continue to deliver strong investment returns for our clients that have seen us out-perform the Top 10 Industry Funds in Australia.
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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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