How? You tell us your objectives, your circumstances and your preferences. We then establish a Palmer Discretionary Account in your name (or your nominated entity’s name) which is based on one of our model portfolios, but makes allowances for your preferences and risk profile. Once set up, you give us the discretion to handle your portfolio within specified guidelines.
In addition to major savings in time and money, you also have the benefit of being able to speak directly to your account manager in our firm … whenever you wish to.
Bottom line? You have the satisfaction of having a portfolio tailored to your specifications. You are treated as an individual (or family) with all your preferences recognised by us. In addition, you have the satisfaction of knowing that the oldest family investment firm in Australia is looking after your specific investment interests. And all this for an outlay that is undoubtedly lower than you are currently paying.