Melbourne Offices
Level 7, 330 Collins Street Melbourne VIC 3000
Joseph Palmer & Sons
- Level 12, 309 Kent Street, Sydney 2000, NSW
- 02 9233 2433
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jpsvic@jpalmer.com.au
- https://www.jpalmer.com.au
Contact person
OVERVIEW
Who we are
Joseph Palmer combines a long history, vast experience, and a capacity to bring foresight to the investment table for the benefit of its clients.
We have branches in Sydney and Melbourne.
We pride ourselves on three key attributes: our long history, our vast experience, and, based on these, our capacity to bring foresight to the table for the benefit of our clients.
What we do
- We use Relative Value Analysis (RVA), underpinned by extremely thorough research and analysis as our security selection methodology.
- RVA is our unique, in-house approach to Investment Management and is used as the foundation for creating exclusive portfolios for MDAs and SMA applications.
- We also manage mandates for superannuation funds, high net worth families, and planning organisations.
- Our Investment Administration service is deemed invaluable by those who choose to do their own investing but want administration tasks done by experts./li>
- Our Aged Care service provides financial advice and guidance for transitioning family members to aged care.