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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 Next Million - Part Three

17 Jan 2022

"Patience Please ... I'm a Widow"
We introduce Wendy, who has two teenage children, funds due from her late husband’s estate, not a clue about investing … and not sure whom to trust. Here we explore the way in which this intelligent woman is helped by a member of the investment staff at Joseph Palmer & Sons. The smart widow in this tale learns that good investing is a marathon, not a sprint.


The Next Million - Part Two

20 Dec 2021

Initial 'New Investor' Steps 
Patient understanding and sound knowledge conveyed from investment manager to client underpins good relationships, and above all, chance is never an acceptable alternative for intelligent choice.

The Next Million - Part One

26 Nov 2021

Getting Started 
Millionaires are simply people for whom trusting relationships are essential. Here we explore how those relationships begin.

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