My wife Tina and I were introduced by our accountants to Newell Palmer Securities Director Paul Bourgeois to map out our financial plans as we had heard very positive reports about he and his team. We have been working with Paul for just over 14 years and have been retired for 8 years but realise just how fortunate we have been in seeking his valued advice to grow our portfolio and enjoy a very comfortable lifestyle. Paul understands peoples goals and structures peoples financial plans with diligent, methodical and well explained research that he is renowned for. We have always had a conservative approach to investing but wish we had the opportunity to meet with Paul earlier in our business life and would honestly recommend Paul and the Newell Palmer team for the professional services they provide.

I have had a longstanding relationship with Newell Palmer, although for the most part, a vicarious one. My parents have been long-standing clients, but notwithstanding the wonderful things they always had to say about the Newell Palmer team and its offering, I never thought to seek out financial advice or counsel for myself. But following the break-up of my marriage well into middle age, it became apparent to me that I needed some financial advice. Early interactions with Sian and the team helped me negotiate that particular episode as best as it can ever be negotiated, but quickly our discussions turned to the grander arc of my remaining life - debt, wealth goals, insurance, superannuation and estate planning. Very early on in our discussions, I famously expressed a prophecy to Sian that I had no intention of retiring, and predicted that I would never do so. Nevertheless, as a result of that advice, my insurances were rationalised and expanded. Ironically, several years later, my health started to deteriorate, and following a protracted period of diagnosis, I was told by a neurologist that I had Multiple Sclerosis. As my health continued to quickly deteriorate, it became apparent that not only was my prophecy about never retiring going to be wrong, but that I would need to retire well before my home loan had been paid off. Without going into too much more detail, Sian and the team at Newell Palmer saved my (euphemism alert) bacon by ensuring that I had enough insurance to offset my debts in such a situation. Without their kind but firm advice over the years, I quite honestly would have been lost. I am so grateful for all that they have done for me, and would unreservedly recommend their services to anyone - particularly those hardworking, proud and slightly arrogant breadwinners like I was.

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.

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

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.

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.

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.”