Specialising in share portfolio management.
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 & we also provide advice on options & warrants.
First Point also has a Managed discretionary licence giving clients the option of having First Point manage all aspects their portfolio’s for them.
Sam Robson has built a reputation of trust & performance over 20 years which has seen him maintain original client relationship over this whole period.
We have an ongoing commitment to provide professional, ethical and wealth building strategies to all our clients.
At First Point Wealth Management, our objective is to build enduring relationships with our clients and to build wealth over time through good advice, care and planning.
Our team has been working in the Stock Broking industry for 25 years in Sydney, London & Noosa. We have experienced many market cycles giving us good knowledge of how to protect and grow our client’s wealth.