Newell Palmer was established in December 1983, as a provider of insurance, savings and superannuation services to individuals. By 1986, we had obtained the necessary training in the securities industry and our consultants became licensed to provide investment advice.

In 1990, we replaced a commission based remuneration structure with a "fee for service" culture with our clients. At the same time we moved our emphasis away from the traditional industry practice of product based recommendations towards a strategy based financial plan. We transitioned to an Australian Financial Services Licence in July 2003.

In 1991, we obtained our own Securities Dealers License, developing as a boutique group offering personally tailored financial planning solutions. To complement this, we became a Registered Life Insurance Broker to enable us to provide advice in risk management.

Using skills developed as advisers to individuals, we then expanded our advisory role to include corporations, with a focus on small companies. Working typically with companies turning over between $1,000,000 & $20,000,000 per annum, this role has developed into a valuable service to small business.

Historically, our clients have been referred from our business and professional associates, as well as existing clients, satisfied with our service and advice. This history is still overwhelmingly present, having established our business without external advertising.

Today, we are known for our ability to provide sophisticated investment and planning strategies for individuals and small business. We deliver this service in conjunction with our network of legal, tax and accounting associates who lend their complementary skills to develop practical and profitable solutions to our clients' investment, risk management and financial planning needs.

Above all, we have learnt how to listen to our clients' concerns in these rapidly changing times and to provide them with a level of personal service, which is highly regarded.