Newell Palmer is a Staff Owned Wealth Advisory firm, renowned for providing advice and guidance without favour, and protection without compromise. Since 1983 clients have been relying on our expertise and foresight in strategic wealth management, including investment portfolios, insurance and debt facilities.
Our success as Wealth Advisers to individuals and families is based on identifying what you need and what you want. We then formulate a strategy to achieve, maintain and build upon what is most important to you. Our plans are tailored to encompass your short, medium and long-term aims—building on existing investments and advising on acquisitions to maintain and enhance financial security.
For personalised wealth advice, call us now on (02) 9906 8066 or contact us.
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 decisions about gain v risk in our investments, insurances wills, trusts estate planning and property purchases. He is a truly expert professional, and an always available counsel. We seek Vernon's advice before making key decisions that impact our estate. He frequently recalls details in the moment about our finances that at times i have forgotten or overlooked. Invaluable!
We highly recommend engaging Vernon Rego to anyone who wants excellence in professional financial counsel and advice.
Jim Burke & Lynne Kilgour
After 50 years in pharmacy and having had open heart surgery i felt that it would be sensible to relinquish ownership. One of our sons was on the staff of Macquarie bank and recommended that we go to see Paul Bourgeois at Newell Palmer as he was both honest and competent. That was 14 years ago and over those years, not only have we had continual income but we have had wonderful service and our original investment is still intact.
Our relationship with Paul is that he is a friend as well as an adviser. He insists on reviewing our portfolio every six months with our participation so that, wanting to or not, we constantly know where we stand. K.C
Gwenyth & Ken Carlton
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.
Rob and Michelle Salt
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.
John and Deborah Darragh
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.
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 adviser - Vernon Rego) handled the situation with truly first class service and professionalism. Vernon's communication was regular, meaningful and very comforting. These were 'moments of truth' for Newell Palmer and they indeed excelled.
We were extremely grateful at the time and remain committed clients of Newell Palmer.”
Terry Bell Business Health Pty Ltd
Newell Palmer – Personalised Wealth Advice, Innovative and Strategic