INVESTMENT MANAGERS · STOCKBROKERS · FINANCIAL ADVISERS

One of our main differences is that we have been investing for clients for over 150 years. The family that started the business in 1872 is still very ‘hands on’. Our core range of services include Investment Management, Investment Administration, Aged Care Advice and Stockbroking.

Our unique approach to Investment Management, performed for both private investors and superannuation investors, whether with small funds or large.

We offer a comprehensive Investment Administration service that provides up-to-date valuations, tax and income reports, performance reports and reconciliations.

Our Aged Care service which provides financial advice and guidance for transitioning family members to aged care.

We also still run one of the most efficient Stockbroking services in the country.

Joseph Palmer & Sons

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