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 150 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.
See a short video of Malcolm Palmer commemorating the 150th anniversary of Joseph Palmer & Sons.
Though a trajectory may seem ever upward, there’s help at hand when the wall is hit.
Global financial markets were mixed in the final quarter of 2025. The interest rate cycle changed, RBA cash rate expectations reversed, and the long-bond yield rose sharply. Mineral commodities were generally strong which pushed the Australian dollar higher, but share markets flattened off after a solid period.