Joseph Palmer & Sons

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Joseph Palmer & Sons We have been investing for clients for over 150 years. History | Experience | Foresight We invite you to explore our suite of differentiated investment services.

Joseph Palmer & Sons has been investing and adding value to our clients portfolios for over 150 years. We specialise in:

- Investment Management
- Investment Administration
- Individual Portfolio construction
- Australian and International stocks
- Aged Care Services

For more information on our Range of Services, please view our Financial Services Guide:

http://www.jpalmer.com.au/Portals/0/Docs/FinancialServicesGuide.pdf

General Advice Disclaimer

The recommendations (if any) contained on this page are based on the consideration of the securities alone. It must not be relied upon without specific advice from the reader’s securities advisor as to the appropriateness to the reader’s specific objectives, financial situation or needs. The reader should, therefore, consider the appropriateness of the advice, in light of their own objectives, financial situation or needs, before acting on the advice.

If you can’t let go, maybe find a rules-based way of making an important decision.
16/09/2026

If you can’t let go, maybe find a rules-based way of making an important decision.

Description of the 'endowment bias (effect)', how it affects decision-making, and how to counter its effects.

A random event can ruin the best investment plans.
19/08/2026

A random event can ruin the best investment plans.

A book by Professor Nassim Taleb reveals the dangers of randomness when investing.

When a sage like Richard Thaler talks, investors tend to listen.
19/08/2026

When a sage like Richard Thaler talks, investors tend to listen.

A fascinating insight into some of the basic revelations of Professor Richard Thaler on how people are often their own worst investment enemies.

Like Solly, get wise: take your post-work income plan to Palmers for a chat … you’ll be glad you did!
03/07/2026

Like Solly, get wise: take your post-work income plan to Palmers for a chat … you’ll be glad you did!

True narrative of Solly Kristie (names changed) on wising up to creating income from a small business, seeing the value of relationships, and 'reverse engineering' a retirement plan.

19/05/2026

Clients of Joseph Palmer & Sons get the benefit of the decisions by their Investment Committee.
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Many years ago, Abraham Maslow theorised on the needs we all have … and we still do.
19/05/2026

Many years ago, Abraham Maslow theorised on the needs we all have … and we still do.

Desribes Maslow's Hierarchy of Needs and its connection to money in its many forms.

We present a new series on money topics we believe you are going to find interesting and challenging at the same time.
19/05/2026

We present a new series on money topics we believe you are going to find interesting and challenging at the same time.

This is the first in a new series on 'matters of money' aimed at people aged, principally, between 25 and 55. This e-book briefly covers the who, what, why, etc of what the series is about. Anecdotes plus the results of research will appear here at monthly intervals.

01/04/2026

The Relative Value Analysis investment process is exclusive to clients of Joseph Palmer & Sons.
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When we withdraw from employment, we are going to live a long, long time, which invokes the need to have the funds to en...
18/03/2026

When we withdraw from employment, we are going to live a long, long time, which invokes the need to have the funds to enjoy it. We suggest a solution.

This final article in the Sanctuary series takes a look at contemporary issues, stresses the universal need for sanctuaries, and finishes on the highly positive notes that Australia has a world-class retirement system, which is needed for life spans that grow ever longer.

18/03/2026

The service is so good that when you are with Joseph Palmer & Sons, you'll think you are the only client.
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Address

Level 12, 309 Kent Street
Sydney, NSW
2000

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+61292332433

Website

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