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Services

Services

Palmer Portfolios offers individually tailored strategies that may incorporate any or all of the following services:

Lifetime Wealth Creation Strategies: We structure a strategy that is tailored for you and you only that incorporates your resources and goals and delivers a result that achieves your objectives. A strategy that is robust yet flexible enough to benefit you in changing times. A strategy that encompasses your personal and family values, yet still maximises your investment performance.

Superannuation and Retirement Planning: We develop simple or complex strategies for clients that encompass financial and lifestyle objectives, Reasonable Benefit Limit (RBL) planning that looks ahead to ensure you don’t get caught out and family superannuation planning using Self Managed Superannuation.

Fully-managed direct share portfolios:  We work with you to ensure that short-term dynamic investment opportunities are counter-balanced by proven consistent growth strategies. This is achieved by continually monitoring your complete financial strategy and investment portfolio structure in light of shifting personal, financial, economic and legislative changes. We believe that clearly defined, confident change management can be as rewarding as it is challenging.

US Direct Share Portfolio Service: We are one of the first licensed advisers in Australia to offer our clients the option of investing directly into US-listed companies. Our superior research, low cost-of-service and track record of results, make our US portfolio service a sensible long-term option for investors. Click  here to find out more.

Negative Gearing: Using Margin Lending or Property Equity Loans we create gearing strategies designed for your individual needs, debt reduction strategies to enable retirement of non-deductible debt and investment planning that ensures you achieve the optimum after tax result.

Risk Management: Insurance planning that provides genuine protection for you and your family in the event of an accident or illness; taking advantage of applicable structures to provide tax efficiency.

Inter-generational Financial Planning: At Palmer Portfolios, we believe an informed client makes better choices. That’s why we offer private one-on-one family sessions to ensure all generations have a comprehensive understanding of the investment world; giving you peace of mind and ensuring your children are informed sufficiently to assume control at some stage.

If these things are important to you, then take the first step and request an appointment with Palmer Portfolios today.