Financial Planning July 2021 Update
23 July 2021
Below is a video from Director Thayne Turley updating you with the latest in regard to investment markets and to touch on the benefits of super contributions throughout the year to assist with cash flow.
During the lockdowns our phone and email are always available. We are also happy to setup a Zoom or Skype video call as necessary.
As always, if you have any questions please reach out to your advisor within our team for further clarification or potential options.
The Mulcahy & Co Financial Planning team
Latest News
We’re thrilled to announce that five of our M Group brokers have made the Victorian Excellence List for 2025 for aggregator LMG. This milestone puts our brokers in the top 10% of brokers in VIC and TAS , a reflection of their outstanding performance, and commitment to their clients, with over $50M in settlements or more than 150 loans written in 2025. • Neil McCahon • Warren Freeman • Liam Nankervis • Evette Turlan • Chris Dwye r They've all earned this through hard work, strong relationships, and a relentless focus on helping clients. We are all incredibly proud of their efforts and those of their support team inside our Lending division. To talk to one of our award winning brokers about your home, commercial or business equipment loan, go to: https://www.mgroup.partners/lending-team Click images below for larger versions.
We are excited to announce that Liam Nankervis is now a partner with the M Group. Liam works with our Lending team as a Finance Broker in our Geelong office and has been with M Group for over 6 years.
After 27 years of dedicated service as Mulcahy & Co, we are proud to unveil the next evolution of our business: M Group.
The government has announced it will make some practical changes to its proposed tax changes for people with large super balances (over $3 million) that will now take effect from 1 July 2026.
