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F Palmer & ME Palmer
Trading as Joseph Palmer & Sons
AFS Licence 247067 · ABN 29 548 490 818

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The Market is up … How’s Your Risk Management Plan?

19 Jun 2017
The Market is up … How’s Your Risk Management Plan?

When asked for his views on ‘chance’, Mikhail Baryshnikov replied, “To walk across the street is a risk”. Pushed further, the great dancer may have spoken of managing risk by, for example, using designated pedestrian crossings and traffic lights.  All too obvious for pedestrians but what about the many risks that investors face? Can these be managed … and, if so, how?.

The Palmer Discretionary Account: 10 Reasons to Find Out More

2 Jun 2017
The Palmer Discretionary Account: 10 Reasons to Find Out More

The people at Joseph Palmer & Sons (Palmer’s) have long believed investing should not only be safer but also easier. That’s why increasing numbers are signing up to the Palmer Discretionary Account (PDA).

What is a Managed Discretionary Account?

26 May 2017
What is a Managed Discretionary Account?

An MDA is an investment portfolio management service whereby you provide discretion to an investment manager to manage your portfolio on your behalf in accordance with your instructions, investment objectives and an agreed investment program. This mandate eliminates the need to constantly obtain your agreement or instructions to sell, buy, apply for, or redeem investments in financial products.

Investment & Economic Review April 2017

12 Apr 2017
Investment & Economic Review April 2017

A pickup in business and investor confidence, and a hope that inflation and global economic activity might be recovering, drove pleasing performance from investment markets recently in many parts of the world, most particularly in real estate and shares.

Your SMSF – Now You Really Can Have it Both Ways

2 Apr 2017
Your SMSF – Now You Really Can Have it Both Ways

Ever been frustrated by outcomes resulting from two of the best-known proverbs in the English language? You know, the ones that go: “You can’t have your cake and eat it” and “You can’t have it both ways”. If you like being in control of your investments and you like to take the occasional break to get away from it all, you know it’s never been easy. Here’s some good news. Now, you can still have your cake and you can have things both ways.

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