Financial outcomes

that count.

Whether you’re growing a business, buying a home, building wealth or planning for retirement, your finances don’t happen in isolation.

At Palmers, our accountants, tax advisers, financial planners, lending specialists and lawyers work together under one roof. Bring us a financial question or goal, and we’ll bring the right people around the table.

Financial advice that’s

invested in you

Financial advice should start with you. Not the service you need.

We start with your circumstances, your goals and what you’re trying to achieve. Then we bring the right people together, so each decision is made with the bigger picture in view.

We listen first. Tell us what’s going on, in your business or your life.
We bring the right people in. Your accountant, lending specialist, financial planner or lawyer, in the same conversation.
We stay with you. Some of our clients have been with us across generations.

One Team.

Every Financial Decision.

Accounting

We’re accounting experts. With added friendly. Ready to take the stress out of number crunching for your business. A working relationship with an accountant and business advisor that you can trust is a key ingredient for sustainable business growth and success.

The Palmers team love numbers, and are there by your side to untangle the complexities of your accounting needs and take the overwhelm out of your financials.

We can help with financial statements, tax returns and compliance, business advice, bookkeeping, cash flow management and superannuation.

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Business Advice

When you’re looking for business and tax advice to help your business thrive, you’ve got a trusted partner in Palmers. Whether your business has been around for a long time or you are just starting out, our business adviser is there to help take your business forward.

Having an outside opinion can help add a fresh perspective to your business and provide you with opportunities to optimise your business in ways you might not have otherwise considered.

We can help with business planning, business mentor and coaching, financial advice, advisory boards, business health checks, business by design workshops and succession planning.

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Estate Planning

Having peace of mind knowing your loved ones will be looked after when you’re not here or you become incapacitated, is important. With more than four decades of experience under our belt, we know that every financial and legal decision you make, isn’t really just a financial one. Because when it comes to passing down your wealth and providing security for your family, the hearts and minds of the people you love are always front and centre.

We can help with wills and letters of wishes, powers of attorney, enduring guardianships, testamentary trusts, family business succession, superannuation nominations, estate administration, trust succession review, grants of probate and reseals, and estate property transfers.

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Wealth Management

Wealth management is focused on creating, building and protecting your wealth at every stage of life.

Whether you are building your wealth, preparing for retirement or planning for the future, our experienced team can help you make informed decisions with confidence. We work with you to develop strategies that align with your goals and provide clarity around your financial future.

Our wealth management services include superannuation, insurance, investments, direct equities and tailored wealth solutions.

With the right advice and a considered strategy, you can have greater confidence knowing your wealth is being managed with your long-term goals in mind.

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Mortgages & Lending

Your lending and mortgage needs are taken care of with us. We’ve partnered with some of the most trusted financial institutions to access a panel of lending experts, ensuring we can be confident in getting you the best financing option for your situation.

Whether you’re looking for finance for a new home, your next home, an investment property, commercial property, a car, boat or even a plane, our lending specialists are here to help.

We can assist with residential loans, investments, commercial loans and equipment finance.

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Superannuation & SMSF

Your retirement may be a long way off or it may be around the corner. Whatever your current circumstances, taking control of your retirement with your superannuation or even considering a self-managed superannuation fund (SMSF) could be your ticket to financial freedom. Not to mention, it’s an excellent way to minimise taxes while you’re saving for retirement.

We can help with administration, establishing an SMSF, fund selection, retirement planning, investments, borrowing, property and estate planning.

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Tax

As much as we know that nobody likes paying tax we also know it’s inevitable. So when you work with us we are there to optimise your tax position, whether for personal or business, and implement careful, considered planning for your tax needs.

When you partner with a Palmers tax advisor, feel secure knowing the personalised, comprehensive tax minimisation solutions created for you will place you in the best possible position now and into the future.

We can help with compliance, business taxes, capital gains tax, audit support and restructures.

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Have any questions?

We're here to help.

Since 1982.

The way we look after clients hasn’t changed.

Founded by Ron Palmer in 1982, Palmers has grown and evolved to bring together a broad range of financial and professional services under one roof.

Today, our team works across accounting, tax, business advice, mortgages and lending, wealth management, superannuation and SMSF, estate planning and legal services.

Different areas of expertise, working together to help our clients navigate their financial decisions with the bigger picture in mind.

And while Palmers has grown over the years, the philosophy at its heart remains the same:

Look after your clients. Do what you say you’re going to do. Build relationships that last.

It’s a philosophy reflected in the long-standing relationships we’ve built with our clients, some spanning generations, and the team members who have been part of the Palmers story for decades.

Rock solid

Committed

Adventurous

Hands on

On your side

In our

clients’ words

I recommend Ron as highly driven tax professional that has excellent advice for both our business and private, and superannuation matters. I personally vouch and value Ron's advice and expertise as his pragmatic approach and clear logic has taken given me personal gain and development in my own business. His hands on involvement in managing the more complex day to day accounting tasks has taken the load off running our business and steered me in the right accounting software decisions. I have recommended Palmers to my friends and business colleagues which has helped us all to see things much clearer and thus increase performance significantly.

Roxley and his team are highly responsive, extremely efficient & experts in the field. They’re always available when I need expert advice.

Since changing my accountant to Palmers Chartered Accountants two years ago, Ron and his team have changed and improved my accounting experience and improved processes for my personal, business and self managed Superfund accounting. I can highly recommend the services from Palmers.

As a business owner I want an accountant who goes beyond the transactional, I want them to genuinely understand my business, and to be proactive in their advice. I expect them to behave like a true business partner. Not all accountants fit this profile – Roxley and the team at Palmers do and I am so pleased to have them on our team. I thoroughly recommend them if you are looking for a finance partner with high levels of expertise and experience and a genuine care factor for you as a client.

Our company QA Property Service's has been working closely with Palmers Group for the best part of 10 years. Ron and his staff, in particular Simin, have been very diligent open and honest in regards to business acumen. Assisting in account keeping income tax, BAS, superannuation and financial planning. QA Property Service's has ridden the highs and lows of the business world, especially during the pandemic. But we were comfortable and confident that we had Palmers looking over and monitoring our company, keeping an eye on government, economic and market continual change. Notifying us of any changes that may have impacted or assisted our company. Moving forward to whoever reads this testimonial, our company has full confidence, respect and loyalty towards Palmers Group to continue the success of our company. To know that if Palmers are behind the scenes, they see to it that your business prospers. Brilliant people to deal with

I am very impressed with Palmers. Roxley and the team are communicative, hard working and explain technical concepts in a way that makes sense to non-finance people. Definitely a great firm to engage with for both personal and business accounting needs.

About

Services

Team

Giving back.

Part of our community.

At Palmers, we believe good business goes beyond business. We’re proud to support the people, organisations and causes making a difference, through fundraising, sponsorship, volunteering and simply getting involved.

It’s one of the ways we look beyond the numbers and contribute to something bigger.

Let’s start with you.

One question or the whole picture, tell us what’s on your mind and we’ll take it from there.