SYDNEY 02 9233 2433

MELBOURNE 03 9601 6800

EMAIL jps@jpalmer.com.au

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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

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 140 years. The family that started the business in 1872 is still very ‘hands on’.

Our focus is on client benefits.

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

  • Our unique approach to Investment Management, performed for both private investors and superannuation investors, whether with small funds or large.
  • Our Investment Administration service, which, by eliminating drudgery, gives valuable time back to the clients who use it.
  • 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.

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.


Investment & Economic Review January 2018

11 Jan 2018

For much of the past decade these quarterly reviews have contained references to the scourge of market and economic volatility, as we’ve been passing through an unusually disruptive investment and economic era. Thankfully, in 2017 volatility dissipated, (at least temporarily!). This quieter period can be illustrated by...

Launch of our Palmer Separately Managed Account

1 Nov 2017

We introduce our new Separately Managed Account (SMA) – this is an intelligent, low-cost way to own a customised portfolio of securities. We select, monitor, and administer the portfolio, while all the securities beneficially belong to you. This is an ideal arrangement for investors large and small – especially those seeking high skill inputs combined with time-saving convenience.

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