Joseph Palmer & Sons

01/04/2026

The Relative Value Analysis investment process is exclusive to clients of Joseph Palmer & Sons.
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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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18/03/2026

More than 150 years’ experience gives portfolio managers Joseph Palmer & Sons great foresight.
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10/03/2026

Joseph Palmer & Sons, portfolio managers, have over 150 years of investment experience.
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09/03/2026

A little about the 150 years+ history of Joseph Palmer & Sons.
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06/03/2026

A brief intro to Joseph Palmer & Sons, portfolio managers.
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21/01/2026

Global financial markets were mixed in the final quarter of 2025. The interest rate cycle changed, RBA cash rate expectations reversed, and the long-bond yield rose sharply. Mineral commodities were generally strong which pushed the Australian dollar higher, but share markets flattened off after a solid period.

Whether we are managing an investment portfolio tailored to your specific requirements or you prefer to use one of our core portfolios you can be assured that the team at Joseph Palmer & Sons has used its unique and proven ‘relative value analysis’ process to guide the selection.

21/01/2026

Though a trajectory may seem ever upward, there’s help at hand when the wall is hit.

Excelling at mathematics gains a bright young woman a position at a leading international bank; hard work earns high rewards until the piper demands payment.

17/12/2025

Living one’s own life is vital … as is sensible planning for retirement.

Rory contravenes his father's wish to succeed him. He follows his own very different pathway to success ... and finds sanctuary in doing so.

08/12/2025

Life can teach big lessons to young investors – and help is not far away.

The elements of this story are all based on fact. They tell of a father's investment going wrong, its impact on his daughter, and how, through sheer resilience she not only came through it but also thrived.

29/10/2025

Financial market performance was generally pleasing in the September quarter of 2025, with share and commodity prices mostly higher and credit spreads narrowing further. Credit markets have been noticeably benign, seemingly pricing in little concern about risk, and by consequence a fine margin of pricing error.

Whether we are managing an investment portfolio tailored to your specific requirements or you prefer to use one of our core portfolios you can be assured that the team at Joseph Palmer & Sons has used its unique and proven ‘relative value analysis’ process to guide the selection.