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In a business where integrity and trust are everything, Point Wealth Advisers is focussed on building lasting relationships with you.
Our clients range from successful individuals who are seeking to start building their wealth to business owners, senior corporate executives and self funded retirees who are looking for comprehensive strategic investment advice.
'We help you make smart decisions about money to achieve what matters most to you'
We offer our clients a range of advice and financial solutions, covering wealth accumulation, wealth management and wealth protections strategies.
Astute - Portfolio Management Service
Welcome
We would like to wish all our clients all the very best for 2012.
We would also like to introduce two new members to our team:
Jay started with us in December as Senior Paraplanner;
Amanda joined us in January in our Client Service team.
Welcome to you both.
Congratulations
Jim Fenwicke Awarded FPA Best Practice Award 2011
At the recent 2011 National Conference of the Financial Planning Association, Jim Fenwicke was announced as National Winner of the Best Practice Award - Associate Financial Planner.
