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.

Weekly update from our research partner Investsense



Investment-Update

WHATTech stocks sold off as an MIT study showed 95% of large U.S. firms aren’t making profits from AI, with Nvidia down 3% and Palantir down 9%.

WHY: The findings highlight a growing disconnect between AI hype and real earnings, raising concerns of a dot-com-style bubble.

WHAT: Small-caps and emerging markets rallied, with the Russell 2000 up 6% in August.

WHY: The strength outside mega-cap tech suggests investors are rotating into broader market opportunities and reflecting confidence in policy reforms.

WHAT: Small-caps and emerging markets rallied, with the Russell 2000 up 6% in August.

WHY: The strength outside mega-cap tech suggests investors are rotating into broader market opportunities and reflecting confidence in policy reforms.

WHAT: Australia’s earnings season disappointed, with more misses than beats.

WHY: Results show pressure on corporate fundamentals, with sharp moves in market leaders.


FINANCIAL PLANNING

Financial Planning Services

Latest Financial Planning Updates

Episode 78 FS360 Podcast - Hiring Employees
28 April 2025
When it comes to hiring employees, factors such as employer responsibilities, recruitment and employee onboarding play an important part in the process. Speaking with Gavin Nash on the FS360 Podcast, Natalie Grohn from Evolve Online Bookkeeping outlined the other important factors to be considered in the hiring process.
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.
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