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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.

The Fabric of Finance - ... And then there's us (Part 10)

25 Oct 2021

The daily lives of each of us, whether in the private or public sectors, working or retired, born here or immigrant, share the bounty Australia delivers.

Investment & Economic Review October 2021

18 Oct 2021

Regrettably, the COVID pandemic took a turn for the worse in Australia, with higher community transmission and consequential societal and business restrictions and lockdowns. This has caused some meaningful reduction in present economic activity, though a clearer roadmap to reopening and recovery is now apparent, likely leading to a sharp rebound in activity in 2022.

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