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.


Don’t get caught up in fads: 10 things successful investors do

9 May 2018

Newspapers and airwaves are always full of information about successful investing, but how do you cut through to what really matters? After nearly 40 years in the investment industry, I believe there are 10 things that all successful long-term investors invariably do.

Investment & Economic Review April 2018

11 Apr 2018

Last quarter I wrote about unusually low investment market volatility in 2017, and the likelihood that 2018 would not pass so calmly. On cue, a wave of volatility hit at the beginning of February, caused by a tantrum in the US bond market, and has continued since. Clearly, this year will be defined by more frequent ups and downs, so investors should remain wary.