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Tailored Investments at Mulcahy & Co

Jun 28, 2023

The secret to clever investing is individualised

Lately a lot of other larger investment companies have been advertising high return rates on their investments recently. It is when you dig deeper into why, it becomes interesting. Markets 12 months ago were at a low point, however they have recovered now and this is why these companies are claiming  large returns. The key is to look at investment returns over a longer period, let's say 3, 5 or 10 years to get a better idea of how these are performing.


Remember your return on investment is dependant on when you purchased the investment, was it in a high or low market? Markets will go up and down over time, we know that. The key is to invest at the right time to get your best returns.


Our investment options (with the help of our extensive research team) are tailored to the individual, your particular needs are taken into account. Are you close to retirement, so prefer lower risk? Are you 30 years from retirement and willing to take some risks on board with your investments? What income do you need every year throughout retirement?


If you'd like to understand your investments better, please reach out to a Mulcahy & Co Financial Planner today to make a FREE, no obligation appointment. We have planners in Melbourne, Ballarat, Geelong, Sunshine Coast and Mildura with video meetings also available Australia wide.


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