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

Investing with Safe Hands since 1872

INVESTMENT MANAGERS · STOCKBROKERS · FINANCIAL ADVISERS

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:

  • Our unique approach to Investment Management, performed for both private investors and superannuation investors, whether with small funds or large.
  • Our Investment Administration service, which, by eliminating drudgery, gives valuable time back to the clients who use it.
  • Our Aged Care service which provides financial advice and guidance for transitioning family members to aged care.
  • 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.


Asset-rich and Cash-poor: the new low-rates dilemma

12 Feb 2020

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.

Investment & Economic Review January 2020

14 Jan 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.