Our Asset Portfolio

We hold a selection of private assets for long-term ownership and administration — property interests, private entity equity, and other private capital assets.

Our Portfolio

Wealth Point holds three categories of private assets for long-term ownership and administration.

Private real estate — property interests held for long-term ownership and maintained to a custodial standard.
Private entity equity — equity in private entities, held with current registers and clean records.
Other private capital assets — a small, strictly reviewed collection of additional private capital assets.

Holdings are registered to the company, recorded in a single set of records, and reviewed on the same annual cycle. We describe holdings by category only; we do not publish returns, valuations or performance figures.

How the portfolio is administered.

Our approach sets out the principles applied to every holding.

Our Approach →

Please be aware: Wealth Point Pty Ltd does not provide financial advice, investment recommendations or financial services to the public, and does not conduct business via text or messaging apps. If you receive communications claiming otherwise, please contact us at support@wealth-point.net.