When we realised we needed a professional Financial Planner to provide sound advice in order to successfully build our estate, we asked around.  A close friend recommended we meet with Vernon Rego at Newell Palmer. We wanted more than someone to help us make transactions.  We wanted a true professional to build a long term, personalised relationship with us.  From the first meeting Vernon gained our trust with great questions and insights about how to manage finances.

We have investments in both Australia and off-shore.  For over 10 years now, we’ve relied on Vernon to help us make critical ...

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.

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.

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.

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.

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.

“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.