Welcome to First Point Wealth & Asset Management, where your financial goals are our top priority. With a dedicated team of experienced investment professionals, we offer tailored, full-service portfolio wealth and asset management solutions designed to build and grow your wealth.
First Point Wealth Management was established in 2016 by Sam Robson to provide direct Australian equity and multi-asset management services to financial advisers and clients across both the retail and wholesale markets. Sam recognised the importance of independence from larger institutions in order to deliver more personalised, unbiased, and effective investment advice. Built on this foundation, First Point Wealth Management has grown into a trusted partner for advisers and investors alike, offering tailored strategies that prioritise transparency, long-term performance, and client success. With a commitment to excellence and integrity, the firm continues to attract many satisfied clients who value the independent perspective and dedicated service it provides.
Sam Robson established First Point Asset Management and brought together a highly experienced investment committee to guide the firm’s strategy and decision-making. The business was created to provide comprehensive multi-asset investment advice tailored to the needs of financial planners across Australia. A key focus has been helping advisers implement Separately Managed Accounts (SMA), enabling both advisers and their clients to benefit from greater transparency, efficiency, and alignment of interests. By combining institutional-level expertise with a client-first approach, First Point Asset Management has become a trusted partner in supporting advisers to deliver better long-term outcomes.
We specialize in share portfolio management, providing tailored investment solutions.
We create active, multi-asset portfolios focused on long-term growth and risk management.
