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.
Investment Journeys ... The Safe Way On any discussion of travel, the most important consideration is to arrive at one’s destination safely; this applies as much to investing as it does to flying. Though we might consider investment journeys as being routine, the fact is they are anything but.
MDA or SMA: OK, Which? Essential to the human condition is the wish of parents to see their children achieve financial security and independence, knowing how elusive these can be.