Newell Palmer Home 1

Fee for service

Our investment and financial planning costs
are always estimated before we start

Newell Palmer Home 2

Licensed and
non-aligned

Our advice is client focused and not influenced
by product or service providers

Personal Clients

Insured, assured

Our insurance and risk management solutions
cover people and businesses

Newell Palmer Home 4

Dependable and
innovative

Families and businesses change
but their reliance on us doesn’t

quotemark

Our accountant recommended Newell Palmer to us over twenty years ago. This proved particularly fortuitious when my husband ...

Cate McMurray

Though I have to spend long periods working overseas I do so with confidence because of the professionalism ...

Rob and Michelle Salt

During our association of almost 20 years with Paul Bourgeois we have always felt well informed and supported.

John and Deborah Darragh

I have been a client of Newell Palmer, with Jerome as my principal consultant, for over 26 years. ...

MH (AO)

Newell Palmer, with Jerome as my principal adviser, for nearly 26 years. That speaks for itself but here’s why. ...

Lynsday Goh

“My wife and I have been private clients of Newell Palmer for over 15 years and while we have ...

Terry Bell Business Health Pty Ltd
Testimonials

Only what is needed
We charge by hourly rate for your financial plan

Staying competitive and comfortable
Our alliance with major banks means we can negotiate new and review existing loans—at no cost

Meet the owners
Newell Palmer is a private financial advisory, owned by our advisers

Track record
We are proudly free of any official complaints since our licensing in 1991

Proof
We hold an AFSL licence and have done from 1991

Proudly part of the FOS
We are a member of and comply with the code and ethics of the Financial Ombudsman Service

No obligation
After exploring your needs you are not obligated to choose us

View account access and news here

Access resources here

Newell Palmer is a non-aligned financial advisory, renowned for providing advice and guidance without favour, and protection without compromise. We are strictly fee-for-service which means we are engaged by you and paid by you—avoiding any unsettling conflicts of interest.

Our success as financial advisors to individuals and small-medium businesses is based on identifying what each client needs. We then formulate a strategy to achieve, maintain and build upon it. Since 1983 clients have been relying on our expertise and foresight in strategic wealth management, including investment portfolios, insurance and mortgages. Our plans are tailored to encompass their short, medium and long-term aims—building on existing investments and advising on acquisitions to maintain financial security.

Personal Clients

Investments, insurance, mortgages…

The Newell Palmer ensures there is time to sit with you—to explain, to guide and to recommend. This personal touch (in all of our financial advice) is fundamental to our success through the generations of a family and to the word-of-mouth referrals we enjoy from satisfied clients.

Corporate Clients

Short- and long-term financial advice

Small to medium-sized businesses among our clients rely on us for the full breath of financial advice, including meeting employee-benefit commitments, assistance with shareholder protection and exit strategies that can realise the value of their company.

Our difference

Non-aligned, client focused financial advice

Clients often site a chief strength of Newell Palmer as being that its financial advisers are also the firm’s owners. This direct-line of responsibility reassures them as to the company being truly a ‘trusted adviser’. And their confidence is further bolstered with the pool of talent that Newell Palmer has to call upon from its in-house experts.

What our clients say about us

Cate McMurrayCate McMurray

Our accountant recommended Newell Palmer to us over twenty years ago. This proved particularly fortuitious when my husband fell ill as Paul Bourgeois made a point of visiting our home to keep David appraised of the market.

And since my husband's passing I have relied on Newell Palmer for financial advice that has helped keep me comfortable and confident.

Rob and Michelle SaltRob and Michelle Salt

Though I have to spend long periods working overseas I do so with confidence because of the professionalism Vernon Rego of Newell Palmer continues to show me.

His advice is reliably tailored to our needs and the Newell Palmer team always makes us feel that nothing is too much trouble. We are also appreciative that they are not influenced by commissions or remuneration from promoting outside services or products.

John and Deborah DarraghJohn and Deborah Darragh

During our association of almost 20 years with Paul Bourgeois we have always felt well informed and supported.

We have no hestitation in referring Newell Palmer to associates and friends. Indeed, we can point to several instances of others who are now similarly reliant upon Paul and his fellow directors.

MH (AO)MH (AO)

I have been a client of Newell Palmer, with Jerome as my principal consultant, for over 26 years. While that speaks for itself, I wish to outline several reasons for such a successful long-term relationship.

Their information and opinions have helped me with many major decisions regarding financial investments, particularly the processes and management of my estate. And their associated secretarial assistance have been a continually valuable addition.

Naturally, their determinedly personal-approach has also played a strong part in my continued reliance upon them.

Lynsday GohLynsday Goh

Newell Palmer, with Jerome as my principal adviser, for nearly 26 years. That speaks for itself but here’s why. Their information, opinions and insight has helped me with some of my biggest decisions. And there innovative research has opened.

Terry Bell Business Health Pty LtdTerry Bell Business Health Pty Ltd

“My wife and I have been private clients of Newell Palmer for over 15 years and while we have always been impressed by their financial knowledge and with the overall professionalism with which they conduct their practice, it is very often only when a specific need (or in our case, an emergency) arises that the true value of an adviser can be gauged.

In our situation we had two quite different events arise over the past few years - both of which were extremely challenging and, on one occasion, most confronting. In both situations Newell Palmer (and in particular our ...

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For personalised financial advice call us now on 9906 8066 or email us.