02 9233 2433
03 9601 6800
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 148 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:
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.
Many retirees are victims of the dramatic reductions in interest rates and must adapt to meet changing circumstances.
See this article by Rodney Horin, Managing Director of Joseph Palmer & Sons (Vic), which appeared in The Australian on Tue 11 February, 2020.
Stock markets displayed their unpredictability in 2019, striding surprisingly and steadily higher after shaking off the volatility of the prior year. Low interest rates and generally benevolent economic and profit conditions provided the catalyst.