History • Experience • Foresight

THEY'VE GOT
A PALMER
DISCRETIONARY
ACCOUNT

JOSEPH PALMER & SONS PROVIDES YOU WITH INVESTMENT MANAGEMENT SKILLS THAT ARE TAILORED TO YOUR PERSONAL CIRCUMSTANCES – AND YOU GET 145 YEARS OF THEIR EXPERIENCE AS PART OF THE SERVICE.

In just three words - Palmer Discretionary Account – You have the essence of what makes this service so special. Palmer from the name of the firm, founded in 1872, providing your service.

Discretionary because, once you have agreed on a researched strategy, you grant Palmer's the discretion to make adjustments to your portfolio within agreed limits.

Account because that's what you get ... a portfolio account in your name with one of Australia's oldest private wealth establishment (and still managed by the Palmer family).

You’ll receive the sophisticated investment skills of experienced professionals, plus they will save you the considerable amount of time needed to grow, manage and administer your portfolio. In addition, you will have access to your own Palmer account manager.

 

Key facts about Joseph Palmer & Sons

 Founded in 1872

 In-depth research always applied

 Salaried (non-commissioned) staff

 Family firm

 Risk minimisation process

 Personalised service

 Rigorous investment process

 Independent investment committee

Three unique benefits of investing with Joseph Palmer & Sons

You determine your specific Investment strategy

with professional input from your own account manager at the firm (you may change your strategy at any time).

You outsource the selection and day-to-day management of your portfolio

Our team will do all this for you.

You own - and this is very important - all the securities in your portfolio

They are not bundled with those of any other investor – so your portfolio receives tax benefits, such as franking credits, which are not shared with others.

If you would like a preliminary chat, please tell us the following:

Please rate your current arrangements 1 = very dissatisfied to 5 = highly satisfied
Time spent on administering your portfolio:
Your investment portfolio performance:

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