Investment and Economic Review - SMSF - MDA - SMA - Sydney - Melbourne
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F Palmer & ME Palmer
Trading as Joseph Palmer & Sons
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Investment & Economic Review October 2022

21 Oct 2022

An easing of financial market unrest in July and August proved temporary as all major investment asset classes resumed their negative trend in September, driven by persistent inflation, successive interest rate rises globally, and the ongoing conflict and energy market stresses in Europe.  

The Next Million - Part Twelve

21 Oct 2022

No matter how we slice it or dice it, Australia is a wealthy country with an abundance of millionaires within a relatively small population.

The Next Million - Part Eleven

13 Sep 2022

Good People Who Do Good Things
We continue the analogy of plane travel and how it mirrors the safe way in which this firm helps clients securely 'get to there from here'.

The Next Million - Part Ten

17 Aug 2022

Investment Journeys ... The Safe Way
On any discussion of travel, the most important consideration is to arrive at one’s destination safely; this applies as much to investing as it does to flying.

Though we might consider investment journeys as being routine, the fact is they are anything but.

The Next Million - Part Nine

29 Jul 2022

MDA or SMA: OK, Which?
Essential to the human condition is the wish of parents to see their children achieve financial security and independence, knowing how elusive these can be.


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