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 150 years. The family that started the business in 1872 is still very 'hands on'.
Our range of services includes:
Our unique approach to Investment Management, performed for both private investors and superannuation investors, whether with small funds or large.
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Our Aged Care service which provides financial advice and guidance for transitioning family members to aged care.
Our Investment Administration service, which, by eliminating drudgery, gives valuable time back to the clients who use it.
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.
See a short video of Malcolm Palmer commemorating the 150th anniversary of Joseph Palmer & Sons.
The global financial market valuation landscape has been contending with the negative effects of rising interest rates, caused in turn by stubborn consumer and producer inflation and increasingly expensive debt refinancing.
The heart and soul of planning one’s estate is having all family documents organised, super secure, and instantly accessible.
