INVESTMENT MANAGERS · STOCKBROKERS · FINANCIAL ADVISERSOne of our main differences is that we have been investing for clients for over 140 years. The family that started the business in 1872 is still very ‘hands on'. Our core range of services include Investment Management, Investment Administration, Aged Care Advice and Stockbroking.Our unique approach to Investment Management, performed for both private investors and superannuation investors, whether with small funds or large.We offer a comprehensive Investment Administration service that provides up-to-date valuations, tax and income reports, performance reports and reconciliations.Our Aged Care service which provides financial advice and guidance for transitioning family members to aged care.We also still run one of the most efficient Stockbroking services in the country.

Website: jpalmer.com.au

Employees: 20 - 49

HQ:

Location: Sydney, New South, AU

Revenue: 10 - 20 Million

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JPS is a well-established financial services company located in Sydney, Australia. With a rich history spanning over 140 years, the company has been providing expert investment management, stockbroking, and financial advisory services to both private and institutional clients. The company's unique approach to investment management is designed to cater to the specific needs of each client, whether they have a small or large fund. JPS's comprehensive investment administration service provides clients with up-to-date valuations, tax and income reports, performance reports, and reconciliations. The company's aged care service offers financial advice and guidance for transitioning family members to aged care, ensuring a smooth and stress-free process. Additionally, JPS runs one of the most efficient stockbroking services in the country, providing clients with expert advice and guidance in the financial markets. Led by a team of experienced and knowledgeable professionals, including Managing Director Rodney Horin, Chairman of the Board Eric Krause, Chief Operating Officer Sonia Xerri, and Executive Chairman Investment Committee Carl Memmott, JPS is committed to delivering exceptional service and results to its clients. With a strong focus on building long-term relationships, JPS is the ideal partner for anyone seeking financial guidance and expertise.

We are a financial services company that has been helping clients invest their money for over 140 years. The family that started the business is still involved today. We offer a range of services including investment management, investment administration, aged care advice, and stockbroking. Our investment management service is tailored to both individual investors and superannuation investors, whether they have a small or large amount of money to invest. We provide up-to-date valuations, tax and income reports, performance reports, and reconciliations through our investment administration service. We also offer financial advice and guidance for families transitioning members to aged care through our aged care service. Additionally, we run an efficient stockbroking service.