We invite you to explore our suite of differentiated investment services. One of our main differences is that we have been investing for clients for over 150 years. The family that started the business in 1872 is still very 'hands on'.
Our range of services includes:
Our unique approach to Investment Management, performed for both private investors and superannuation investors, whether with small funds or large.
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Our Aged Care service which provides financial advice and guidance for transitioning family members to aged care.
Our Investment Administration service, which, by eliminating drudgery, gives valuable time back to the clients who use it.
We also still run one of the most efficient Stockbroking services in the country.
While you are here, take a look at our Services page and contact us for any personal assistance you might need. You’ll be glad you did.
See a short video of Malcolm Palmer commemorating the 150th anniversary of Joseph Palmer & Sons.
It’s been more than a year since Malcolm’s last presentation to our clients. Much has happened in local and international markets since then.
On the 16th May 2024 Malcolm takes the stage again to provide his invaluable insights.
Click here for your complimentary invitation to what promises to be a very informative event.
The best way to leave a legacy, instead of a mess, is to simplify before it’s too late.
