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

Palmer Articles

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Inheritance

11 Aug 2020

When we reach a certain age, we begin to talk about what we might bequeath to those we leave behind: frequently our children and often our grandchildren.

Much of our conversation will be about the assets we leave as directed within our Wills (hopefully having actually made our Wills).

Yet inheritance is about more than money and tangible objects; it's also about recollections of events, conversations, shared experiences - in short, the stories that make up a life.

'My Number' !

2 Jul 2020

Our earliest childhood memories of learning are usually triggered by seeing the kinds of colourful ‘starter’ books we give to our own children. Our parents pointed to the oversized letters and numbers then spelled them out so we could begin to understand.

Eventually we learned the great benefits of knowing how to express ourselves clearly - while harnessing the power of calculating numbers in pursuit of financial fitness and personal happiness.

This short essay is about a particularly important calculation.

The Crucial 'One Per Centers'

26 May 2020

Every investor hopes - expects, indeed - to see their portfolio gain acceptable percentage improvements over the investment cycle.

TRUST – best tested in times of stress

2 Apr 2020

You can’t buy it by the metre or rent it by the week.

What Makes Us Different

15 Mar 2020

Numerous factors differentiate the firm of Joseph Palmer & Sons from its competitors; three in particular form the pillars upon which its reputation largely rests: history, experience and foresight. Palmer’s history goes back to 1872 and no other investment firm operating in Australia today has such an unbroken family connection. Insights gained from such a durable innings are of inestimable value to the firm’s clients; there’s precious little by way of an investment issue that hasn’t been encountered, one way or another, over many years. 

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