INVESTMENT MANAGERS - FINANCIAL ADVISERS - AGED CARE - STOCKBROKERS - SMA - MDA -DISCRETIONARY ACCOUNTS - SYDNEY - MELBOURNE
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F Palmer & ME Palmer
Trading as Joseph Palmer & Sons
AFS Licence 247067 · ABN 29 548 490 818

Investing with Safe Hands since 1872

INVESTMENT MANAGERS · STOCKBROKERS · FINANCIAL ADVISERS

Our focus is on client benefits.

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 148 years. The family that started the business in 1872 is still very 'hands on'.

While we have a range of services, we think you will find great interest in:

Investment Management

Our unique approach to Investment Management, performed for both private investors and superannuation investors, whether with small funds or large.

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Aged Care

Our Aged Care service which provides financial advice and guidance for transitioning family members to aged care. We also still run one of the most efficient Stockbroking services in the country.

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Investment Administration

Our Investment Administration service, which, by eliminating drudgery, gives valuable time back to the clients who use it.

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Stockbroking

We also still run one of the most efficient Stockbroking services in the country.

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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.

Business Continuity – Coronavirus pandemic

Joseph Palmer & Sons will remain open for business as normal. Should our office in Hunter Street Sydney need to be temporarily closed staff will still be contactable, and all have remote access to their respective tasks, whether it be trading, banking or administration. We encourage you to use email to communicate with your usual Joseph Palmer contact – Click here to view JPS contacts.


Investment & Economic Review July 2020

15 Jul 2020

The 2019/20 financial year was truly extraordinary.  For the first eight months it was steady progress, with asset prices modestly inflating, interest rates staying low and consumer confidence elevated.  Then the pandemic triggered the diametric opposite, a large deflation of asset prices, an economic conflagration and worrying social and health concerns.

My last quarterly report, in early April, coincided with the depths of the market downturn, at which time the wellbeing, social and economic effects and consequences of the global pandemic were entirely unknown.  Three months later there is some clarity and a modestly improved stock market, but still immense uncertainties and rattled consumer and business confidence. 

Your Crucial 'One Per Centers'

26 May 2020

Every investor hopes - expects, indeed - to see their portfolio gain acceptable percentage improvements over the investment cycle.