Latest News - Knowledgebase

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

We meet Accounting Partner Eamon and Mark from Compass Business Accountants who has joined the Mulcahy & Co Group operating from our Toowoomba, Queensland office. Host Gavin Nash talks to the pair who are operating from this thriving inland city and what services they offer their clients.

Episode 74

Assisting Small Business - Part 1 of a 2 part series with Evolve Online Bookkeeping's Natalie. Host Gavin Nash and Natalie talk about how you can leverage Xero and other technology to run your small-medium business finances effectively for sustained success!

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.

Recently we had a visit in our Ballarat office from Jonathan Tolub (Investsense) and Andrew Hunt (Hunt Economics, UK) to speak to our Financial Planners and give them an update on the global and local share markets and investment trends.

Treasury has recently released its Payday Super factsheet which provides further details about the Government’s Payday Super measure – where superannuation will be paid with each payday.

Guests: Nadine Udorovic (Partner) & Jordyn Malone (Associate) Nicholes Family Lawyers (www.nicholeslaw.com.au)

Exchange Traded Funds (ETFs) - Thayne Turley (Financial Planning Director) was joined by Jonathan Tolub from our research partner Investsense to chat about this topic and how Investsense operate as our official research partner to make sure we are always making decisions for the best results for our clients with the lowest amount of risk.