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Our Services

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

Strategic Wealth Management

Understand and improve your financial situation
The Newell Palmer Process ensures there is time to sit with you—to explain, to guide and to recommend. This personal touch is fundamental to our successful relationships with our clients.

Sophisticated Investment Solutions

Portfolio Construction, Public & Private Assets
Newell Palmer is known for our ability to provide sophisticated Investment Solutions for individuals and families. We find, research and complete detailed due diligence on all investments we recommend assisting you to build a bespoke portfolio that meets your needs.

Our Difference

We partner with you
From our Client Services team to our Founding Directors, we partner with you each step of the way. This is your strategy, your plan, your wealth.

Our Process

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

Initial advice and onboarding

Exploratory Meeting
To determine whether we are able to add value to your financial situation
Preparation of Scope of Engagement
To provide you with written confirmation of the services we intend to provide to you and our fees.
Discovery Phase
To ensure we understand your situation and have all the relavant and necessary information to provide you with advice that is in your best interests and will improve your financial situation.
Presentation of our Initial Advice
Complete Onboarding and move to an Ongoing Partnership
Decision to move ahead with the implementation of the initial advice and the ongoing advisory service

Our ongoing review process

Service Offering
Individual service offering and review process
Pre-Meeting Email
  • Meeting Agenda
  • Meeting Documents
Review Meeting
  • Update Dashboard
  • Discuss meeting topics and required changes
  • Authorise Recommendations
Implementation
  • Record strategy and/or porfolio changes
  • Implement agreed changes
Update The Dashboard
Ongoing Management
Ongoing Administration and Management until the next review

Our investment process

Understanding of Risk
  • Where are the Opportunities to Invest?
  • What Risks do they carry?
Asset Allocation
  • Allocate weights to various risks or 'Asset Classes'
  • Optimise to achieve portfolio objectives
Investment Selection
  • Investigate appropriate investments to gain exposure to opportunities
  • Search for people and teams who are able to consistently outperform passive forms of investments
  • Look for targeted opportunities that may not be available to all market participants
Portfolio of Investments
Create a portfolio of investments to achieve the risk/return objectives
Complete Onboarding and move to an Ongoing Partnership
Decision to move ahead with the implementation of the initial advice and the ongoing advisory service

About Us

Newell Palmer – Personalised Wealth Advice, Innovative and Strategic

Australian Financial Services Licence No. 229264

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