About Us

Experience to depend upon

Since 1983 clients have been relying on our experience and foresight in strategic wealth management.

By identifying their short, medium and long-term needs, our strategies are tailor-made to help build on investments and maintain financial security. By augmenting our in-house expertise with our network of proven professionals, we have the talent pool to ensure our solutions are effective, responsive and sustained. Clients rely on our guidance with opportunities in both domestic and international markets. Be it banking, equities, property or fixed income investments, they look to Newell Palmer for help in keeping them on track, compliant and informed. But perhaps the advantage our clients cite most is that of ‘having a trusted adviser’. We ensure that there is time to sit with you—to explain, to guide and to recommend.

You can measure our success by that of our clients.

We partner with you each step of the way. This is your strategy, your plan, your wealth.

The success of our practice is dependent on our ability to determine what a client needs and formulate a strategy to achieve it, maintain it and build upon it.

99% of our clients are referred to us by an existing client or trusted professional.

Our history

We established Newell Palmer in 1983 and secured our authorised financial services licence in 1991.

We established Newell Palmer in 1983 and secured our authorised financial services licence in 1991. Since then we have been renowned for delivering financial and wealth advice that is tailored and personal. Being engaged by you and paid by you avoids the conflicts of interest that can cause so much concern. By offering advice that’s always personal and building relationships based on trust, we enjoy long and mutually rewarding client engagements.

Our practice

Unencumbered by restrictions experienced by larger financial institutions, we are free to seek innovative and long term opportunities.

Just as our clients are varied and interesting, so are our solutions. Communication is fundamental to any relationship and we will keep you abreast of progress with your objectives and any changes required along the way. And while we embrace technology, it will never come at the expense of your privacy.

Our people

Are interested in you, passionate and innovative in the services that we provide.

Our advisers are experienced and well qualified to provide high quality strategic advice. We focus on listening and being sensitive to what you say or, sometimes, may not want to say.

Our process

Identifying your needs and developing a strategy to achieve the outcomes you want lies at the heart of our process.

We are skilled in assembling strategic wealth plans and bespoke investment solutions to support your goals and your objectives. Active ongoing financial management and regular meetings form an essential part of ensuring that your plan is always relevant, appropriate and current.

Careers at NPS

Are you interested in joining the Newell Palmer team?

We are always interested in talking to outstanding candidates. Whether it’s as a financial adviser or providing outstanding client service, Newell Palmer has dynamic and challenging roles for all skill sets. Register your interest by sending us your Resume and a Cover Letter outlining your career goals. Your details will be considered for roles that are currently available as well as for future opportunities that may arise. For further information please Contact Us. We respect your privacy and your information will be treated confidentially.

Contact Us

For personalised financial advice, call us on (02) 9906 8066