INVESTMENT MANAGERS - FINANCIAL ADVISERS - AGED CARE - STOCKBROKERS - SMA - MDA -DISCRETIONARY ACCOUNTS - SYDNEY - MELBOURNE
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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

Our Focus Is On Client Benefits

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 149 years. The family that started the business in 1872 is still very 'hands on'.

Our range of services includes:

Investment
Management

Our unique approach to Investment Management, performed for both private investors and superannuation investors, whether with small funds or large.

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Aged Care

Our Aged Care service which provides financial advice and guidance for transitioning family members to aged care.

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Investment Administration

Our Investment Administration service, which, by eliminating drudgery, gives valuable time back to the clients who use it.

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Stockbroking

We also still run one of the most efficient Stockbroking services in the country.

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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.

Business Continuity – Coronavirus pandemic

Joseph Palmer & Sons will remain open for business as normal. Should our office in Hunter Street Sydney need to be temporarily closed staff will still be contactable, and all have remote access to their respective tasks, whether it be trading, banking or administration. We encourage you to use email to communicate with your usual Joseph Palmer contact – Click here to view JPS contacts.


Investment & Economic Review October 2021

18 Oct 2021

Regrettably, the COVID pandemic took a turn for the worse in Australia, with higher community transmission and consequential societal and business restrictions and lockdowns. This has caused some meaningful reduction in present economic activity, though a clearer roadmap to reopening and recovery is now apparent, likely leading to a sharp rebound in activity in 2022.

The Fabric of Finance - The Regulators (Part 9)

10 Sep 2021

Regulatory compliance promotes confidence in our financial system and is expensive—but it surely beats the alternative. This short essay throws light on what, who and how.