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Services

Benefits

As a valued life-time client of Palmer Portfolios, you will receive the following:

  • Continued access to Joel Palmer and Erin Yi for financial advice
  • Quarterly Portfolio Report
  • Regular reviews of your investments and financial strategy, to ensure you are on track in achieving your goals. We continually monitor tax laws, government legislation, investment strategies and economic conditions and will alert you when changes may need to be made to your portfolio and/or investment strategy
  • Two free books each year from our in-house collection so you can continue growing your financial literacy and education (click here to view the full list of titles)
  • Referrals to other professionals in legal, accounting and taxation, as required
  • Annual tax reports for assistance with preparing your tax return
  • Liaison with your tax adviser and other professionals as required
  • Invitations to regular client breakfast presentations
  • Access to our Optimum Portfolio Service

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