Tailored Investments at Mulcahy & Co

28 June 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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Welcome back to the FS360 podcast brought to you by M Group, where we explore the human side of financial wellbeing - because money decisions are never just about numbers; they’re about life, resilience, and perspective. Host Gavin Nash welcomes Lynde Adams, financial planner and aged care professional in our Mildura office. Today’s conversation is one that really brings those themes together. We’re joined by Ben Pettingill and Mike Rolls, also known as Legless and Blind, who have lived experiences of navigating physical disability from a young age. These gentlemen are in town this week talking with community groups, business groups, schools and sporting clubs with their unique TALKIN TOUGH message. Today we’ll talk about resilience, mindset, and importantly—how those experiences shape the way we think about financial security and independence. Available on Apple Podcasts and Spotify in audio and video and also on our website below. See, listen and read more about Ben and Mike here: https://www.realliferesilience.com.au/
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