Our Services

Newell Palmer Securities provides financial planning services to personal and corporate clients.

Personal Clients

Newell Palmer Securities is known for its ability to provide sophisticated investment and planning strategies for individuals. This service is delivered 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.

Corporate Clients

As an expanding business ourselves, we understand the constraints to growth that arise from limited capital and human resources. As financial advisers we can help clients meet the various commitments to employee benefits that are required by law, assist with shareholder protection and implement exit strategies to realise the value of the business.

Our Process

Whilst wealth creation and protection is a routine part of our business, we understand that each person is different.

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 investments and insurance that support our strategy and require clients attend review meetings to ensure that we remain on track or respond to changes along the way. Active ongoing financial management and regular face-to-face meetings form an essential part of delivering on our service offering.