Wealth - Knowledge - Trust

We dedicate our time and resources to helping you build and grow an investment portfolio using our expert knowledge of the Australian Stock Markets exclusively tailored to your long-term financial goals.

Our objective is to create wealth and build ongoing & trusted relationships with our clients.

Portfolio Management

First Point Wealth Management is a financial services organisation that prides itself on offering clients traditional portfolio management solutions.

At First Point Wealth Management we dedicate our time and resources to helping you build and grow an investment portfolio, exclusively tailored to your long-term financial goals & objectives.

Our core values of integrity and excellence enable us to provide our clients with personal service and proven portfolio performance. We ensure that our focus is on the future growth of your Australian investment portfolio.

Our clients include financial advisers, small businesses, not-for-profit organisations and individual investors.

We provide Portfolio Management services to Private clients and Financial Planning firms all over Australia.

We provide advice on Australian listed equities, exchange traded funds, listed investment companies.

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