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

Services

You are welcome to explore our range of services that are sure to meet your investment needs.

Investment Management

A comprehensive approach to wealth creation. Individually tailored portfolios to meet your specific circumstances.

Investment Administration

An efficient portfolio administration solution to save you money and time.


Stockbroking

Committed to providing clients with sound advice on quality shares.


Aged Care

Demystifying aged care to achieve optimal decisions and financial outcomes.


Superannuation

We ‘do it for you’ by applying our skills to not only investment but also administrative and technical inputs.

Estate Planning

Tailored to meet the needs of family members and executors of family estates.


Property

Provide a range of property exposure for your investment portfolio to suit your risk profile.


Research

Sophisticated investment research includes daily local & international market reports, share recommendations, quarterly economic updates.

Philanthropy

The Palmer Public Philanthropic Fund caters to clients wishing to express their generosity in a simple and practical manner.