Ballarat financial planning professionals

Professional and personal financial planners

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 Ballarat 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 Ballarat 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 in Ballarat.

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 Ballarat 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 in Ballarat.

When I first took out Trauma cover a few years ago, it’s not something I ever thought I would have to claim on. So when the time came to make a claim and I was paid a lump sum amount (tax-free), I was relieved that the stress of any outstanding debts had been removed and I could focus on my recovery.

The team at Mulcahy & Co made the whole claim process easy and arranged it for me, nothing was too much trouble.

I’m appreciative of the advice given to me from Thayne Turley and the team at Mulcahy & Co Financial Planning.

Daniel Meagher

Choosing A Financial Adviser

Every stage in life presents different financial challenges and opportunities. Life events, whether they are planned for or unexpected, can also impact on your financial position. The specialist Ballarat financial advisers at Mulcahy & Co can help you manage your money to best suit your individual circumstances. Whether you are starting out, managing savings and...

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Personal Insurance

We all need to protect our future interests. Personal insurance is about helping to protect yourself, your family and your future financial stability should an event such as death, sickness or disability occur. It’s similar to your car or home and contents insurance – only often it is more important. At Mulcahy & Co, our financial...

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Retirement Planning

Ideally, we all want to be in a position where we can achieve a comfortable retirement, achieving our desired goals, whatever they might be. For this to be a reality, careful retirement planning is required. At Mulcahy & Co, our financial planners are specialists when it comes to retirement planning in Ballarat. When we think...

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SMSF

Self-managed superannuation funds (SMSFs) continue to grow in popularity due to the investment options and flexibility they can offer. If you’re considering going down the path of an SMSF but don’t know where to start, Mulcahy & Co offers all-inclusive Ballarat SMSF packages, advice and support. Did you know that at 31st December, 2009, there was $1.23...

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