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

Palmer Investment Management

Two main choices have always faced traditional investors: either manage your investment portfolio yourself, or outsource to a fund manager in the form of a ‘managed investment portfolio’ or ‘mutual fund’

If you are the first type of investor, you need the sophisticated skills of the investment professional together with the considerable amount of time needed to grow, manage and administer your portfolio. In addition, you need forensic research to guide your decision-making. For most, these self-imposed tasks carry risks and pitfalls and are expensive.

If you are the second type of investor, you face the reality that fund managers generally ‘bundle’ your dollars with those of many others, as you are buying ‘units’ in a trust fund rather than having direct ownership of the underlying securities. This can be expensive due to the high (and often hidden) costs resulting from a multi-layered structure.

In short, bundling ignores your personal preferences and circumstances and you become one of ‘the trivial many’ instead of ‘the critical few’.

Therefore, we are pleased to offer you both our Palmer Managed Discretionary Account and Palmer Separately Managed Account.

For more detail on these products, please click on the links above or view our video.


Why Joseph Palmer & Sons?


Whether we are managing your personally tailored portfolio or if you are using one of our core portfolios, you will have peace-of-mind knowing that the day-to-day decisions regarding your investments are in the ‘safe hands’ of the experienced team at Joseph Palmer & Sons.

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.

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Blog Articles

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In a Corporate Super Fund? Add a Bit of Individuality!

14 Nov 2017
In a Corporate Super Fund? Add a Bit of Individuality!

When Choice of Fund legislation was enacted back in 2015, it’s doubtful that its framers foresaw the wide range of possibilities opened up for most of Australia’s employees. And it is certain that they didn’t envisage a product as uniquely flexible as the Palmer Separately Managed Account that would emerge as an ideal vehicle for employees wanting to exercise their personal superannuation choices … but, now, they can.

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Investment & Economic Review October 2017

11 Oct 2017

For a generation now, investors, regulators and consumers have been dealing with a monumental ‘unwind’ process, that sought to and succeeded in shaking the bane of inflation and high interest rates out of the global economic system. In more recent years these concerted and aggressive acts of governments and central banks have consequently pushed this fix-up barrow too far… So now we head into the another great unwind, the ‘normalisation’ phase where interest rates start to rise and inflation returns. But there’s a problem...

[ Read More ]

Testimonials

Contacts

Malcolm Palmer

Malcolm Palmer

Managing Partner

Sonia Xerri

Sonia Xerri

Senior Investment Adviser - Sydney Office

Michael Casey

Michael Casey

Senior Investment Adviser - Sydney Office

Allan Furlong

Allan Furlong

Manager Investment Advisory Services - Sydney Office

Rodney Horin

Rodney Horin

Managing Director - Melbourne Office

Alex Moffatt

Alex Moffatt

Director - Melbourne Office