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 149 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.
Joseph Palmer & Sons will remain open for business as normal.
See a short video of Malcolm Palmer commemorating the 150th anniversary of Joseph Palmer & Sons.
April 12th this year is 150 years to the day since we were founded by Joseph Palmer in 1872.
To celebrate we've created a short e-book of the journey through 150 years of Australia (and world) history.
Interest rates are rising. The Australian government 10-year bond has more than doubled from 1.2% last August to the current 3%. However, for context, this directional change comes a full forty years after rates peaked at 16.4% in early 1982. Investment markets have enjoyed the tailwind of generally falling rates for a long time, and many participants in the world financial markets have never experienced rising rates in their entire investing career.