Our team of Portfolio Managers are well trained and committed to providing our clients with sound advice on quality shares based on their extensive market knowledge.
You need an income stream, perhaps to meet your living expenses. You may also tend to avoid shares which do not pay franked dividends.
A secure income stream is not necessary as your income needs are met from other sources. However, you wish to achieve capital growth to provide a hedge against inflation and to accumulate wealth.
Investors need to be aware that shares which are likely to provide capital growth can also result in capital losses, and often shares with the greatest potential for growth have significant potential for loss in value.
Your needs may include both a secure income stream and some measure of capital growth.
You wish to trade in shares with a view to profiting from short-term price movements in the stock market.
Some shares to be acquired for each of the above purposes and to create diversification in your portfolio.
For more information on the Palmer Discretionary Account, or on any of our other investment services, please call us on (02) 8224 3324. Even better, come in for a chat over a cup of coffee if you have the time. We would be very pleased to meet you.