Joseph Palmer & Sons

4297
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Joseph Palmer & Sons
Categories:
BrokerFinancial AdviceInvestment AdministrationInvestment ConsultantInvestment ManagementMDA Provider
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  • Details
  • What We Do

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.

Contact us

Email
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Phone
0414 443 236