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

Philanthropy

“That’s what I consider true generosity. You give your all, and yet you always feel as if it costs you nothing.”

Simone de Beauvoir

Have you a desire to contribute to good causes?

Most Australians have a high ‘generosity of spirit’ when it comes to their philanthropic intentions and seek ways to give to those less fortunate than themselves.

That said, it is also true that those who have worked hard for their wealth want to make sure that the money they give will be dealt with efficiently and effectively on its journey to the intended destination.

We are fully aware of these facts at Joseph Palmer & Sons and we established the Joseph Palmer Foundation to cater for clients who wish to express their generosity in a simple and practical manner.

The benefits to those who have a passion to donate to charitable causes are as follows:

  • Joseph Palmer & Sons have been investing for clients since 1872.
  • We apply our history, experience and foresight to everything we do for clients.
  • The Joseph Palmer Foundation is an ideal investment vehicle for giving to your charity of choice.
  • The fund complies in every way with the strict laws that govern its activities.
  • Donations to the fund are tax deductible.

Contact Us

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Donation Form

Click here to download form (General Fund).

Click here to download form (Sub-Fund).

Media Articles

MARKET UPDATE FROM JOSEPH PALMER & SONS

Author: ITworx/Friday, October 26, 2018/Categories: News

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A lot is happening in stock markets both here and overseas. For invaluable insights on what and why we present a short video from Malcolm Palmer to help steer you through ‘the noise’.

Malcolm is the managing partner of Joseph Palmer & Sons, Australia’s oldest firm of stockbrokers (est. 1872). He is an authority on movements and opportunities in stock markets. We urge you to watch and enjoy this brief overview.

 

We provide a variety of managed portfolio solutions, including Palmer Managed Discretionary Accounts as well as Separately Managed Accounts. To learn more, we invite you to call us on 02 9233 2433 or via email wealth@jpalmer.com.au

Disclaimer General Advice Warning 

This publication has been prepared by Joseph Palmer Sons (ABN 29 548 490 818) an Australian Financial Services Licensee (AFSL 247067). Whilst the information contained in this publication has been prepared with all reasonable care from sources, which Joseph Palmer Sons believes are reliable, no responsibility or liability is accepted by Joseph Palmer Sons for any errors or omissions or misstatements however caused. Any opinions, forecasts or recommendations reflects the judgment and assumptions of Joseph Palmer Sons as at the date of publication and may change without notice. Joseph Palmer Sons, their officers, agents and employees exclude all liability whatsoever, in negligence or otherwise, for any loss or damage relating to this document to the full extent permitted by law. This publication is not and should not be construed as an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. Any securities recommendation contained in this publication is unsolicited general information only. Joseph Palmer Sons are not aware that any recipient intends to rely on this publication and are not aware of the manner in which a recipient intends to use it. In preparing our information, it is not possible to take into consideration the investment objectives, financial situation or particular needs of any individual recipient. Investors must obtain individual financial advice from their investment advisor to determine whether recommendations contained in this publication are appropriate to their personal investment objectives, financial situation or particular needs before acting on any such recommendations.

 

AuthorMalcolm Palmer
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