We’re financial planners.

That put your future first.

First-rate financial planning. From a real partner.

Financial freedom takes meticulous planning

and thoughtful strategy

Financial planning is focused on both the here and now and your future. It’s taking advantage of your current financial opportunities to create, build and protect your wealth. Putting a few extra dollars into savings. Growing your super (and claiming those tax deductions) by topping up with personal contributions. Opening an investment portfolio. Buying an investment property to live in after retirement.

It doesn’t matter the stage of life you’re currently moving through, it’s never too early or too late to start thinking about wealth creation and how this will impact the life of ‘future you’. And working with a knowledgeable and experienced Palmers financial planner allows Australians, just like you, the peace of mind knowing your financial future is in safe hands.

Superannuation

Whether your retirement is still a long time into the future or it’s just around the corner, superannuation is a great tool to help ensure you have a comfortable retirement. Whatever your circumstances, taking control of your superannuation or even considering a self-managed superannuation fund (SMSF) could be your ticket to financial freedom. It’s also a great way to minimise taxes while saving for retirement. We can help with:

Administration of superannuation funds
Establishment of SMSF
Fund selection based on your retirement goals
Retirement planning
Investments mix
Borrowing within the super environment
Property within an SMSF
Estate planning including Binding Death Benefit Nominations

Insurance

Protecting your wealth takes many forms and, among them, is insurance. As your wealth grows, the need for more personalised insurances become more important. You may also find the more generic insurance policies offered by major insurance companies, no longer cover your specific insurance needs. Our experienced personal and business insurance specialist will find insurance policies to fit your needs, not the other way around.

Investments

Owning a diversified investment portfolio is one way to create wealth. However, if you’re not an experienced investor, creating a strong, sustainable portfolio that works for you can be tricky. Scams are on the rise with more people every year losing their money because they didn’t work with trusted financial advisors. Your Palmers financial planner will work out an investment strategy that allows you the financial freedom you want.

Wealth Solutions

As your private or business wealth increases, or if you’re the current caretaker of your family’s wealth, there’s a lot to consider, especially when it comes to taxation. Wealth management is about optimising your financial position to minimise tax, while creating the right financial structure to preserve your wealth for future generations. Significant wealth requires complex wealth solutions, and your Palmers’ financial advisor will pull together your dream team.

Estate Planning

When you want to feel confident your family will be looked after when you die, along with the reassurance your wealth will be distributed as you intended.

Our hands-on estate planning understand every financial and legal decision you make isn’t just a financial one. When it comes to passing down your hard earned wealth, you want to ensure the financial security of your family. Your Palmers estate planning partner can guide you through the personal decisions that really matter, including:

Will creation and letters of wishes
Power of attorney
Enduring Guardianships
Setting up testamentary trusts
Family business succession
Binding superannuation nominations
Estate Administration
Trust succession review
Grants of probate and reseals
Estate property transfers

Find out more

Ready for rock solid financial planning advice?

Partner with the people who have proven know-how
when it comes to all things financial planning.

At Palmers, we’re on your side.

Our down to earth, practical and personalised financial planners will take you from concerned and stressful to confident and in control. Here’s just a few of the ways you can experience the Palmer difference.

Knowledge sharing

We pass on our knowledge so you feel empowered in your estate planning decisions.

Experts under one roof

As a finance hub our in-house specialists and panel of experts can assist you with all your financial needs.

Outcome driven

We put you in control of your financial well being, with estate planning centred around peace of mind.

Partners for potential

We see the big picture and look towards tomorrow. Uncovering opportunities you might not have considered.

In safe hands

We help you prepare for every eventuality and optimise every opportunity when it comes to planning your estate.

On your side

We’re always open, honest and transparent. It’s at the heart of all we do and is in the Palmer DNA.

In your corner

No matter your circumstances, we’ve got the financial expertise to customise a solution that’s right for you.

Personally invested

We care about you. You’ll always have a primary adviser and team of experts who understands you and give their time generously.

Find better ways

The Palmers culture is built on constant learning and being at the forefront of legislative changes and innovative ideas.

Genuine collaboration

From the first moment you meet with us, we’re on your team. Because our relationship with you will always count the most.

We’re here to help.

Get in touch today.