ABOUT
Our objective is to establish strategic alliances with our investors to create wealth through the participation in projects handpicked by our team.
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Our in-depth knowledge of financial markets coupled with our excellent track record in sourcing exclusive opportunities allows us to provide access to secure investments offering solid returns well above the industry average.
CASH
Generally a short-term investment, it is highly liquid and considered the most secure asset class available. You can usually expected lower returns.
FIXED INTEREST
An agreed rate of return is set in advance and capital is repaid at maturity. Examples include bonds and bank bills. They can be actively traded.
PROPERTY
Includes commercial, industrial and residential real estate. A growth asset expected to generate higher returns over the long term.
INFRASTUCTURE
Returns consist of income and potential capital gains. Examples include roads, utilities and water, all needed for the operation of society and enterprise.
SHARES
A company security which gives its owners certain rights, including the right to receive dividends. Can be listed on Australian or international securities exchanges.
We provide premium investment opportunities to local and overseas investors with returns well above industry average.
We primarily operate in the property market, however, we also provide advice in the areas below:
FUNDS MANAGEMENT
Our investment services give our clients access to unique opportunities in some of the most popular and profitable sectors available, with the main focus on property development funds, private equity & debt arrangements and mortgage funds.
Development Funds
Our industry experience and knowledge of the market allow us to select premium real estate projects that provide solid returns and are not generally made available to the everyday investor.
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Our team of property professionals and well established strategic networks ensure we have the edge when it comes to securing and delivering on quality property development opportunities giving investors the opportunity to participate directly in the development of their choice.
Private Equity & Debt
Private funding is an alternative way of funding your business and/or commercial finance needs. Typically a customer would take out a private funding facility as they don’t meet the criteria for commercial finance with the major banks.
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Private funding can generally be broken up into three groups:
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1. Institutional Private Mortgage Lenders — those who lend via a “Responsible Entity”.
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2. Wholesale or Sophisticated Private Mortgage Lenders — those that lend directly to the borrower, however, engage the services of a fund manager to handle the day to day operational tasks of maintain the mortgages. In this example, the fund manager MUST be licensed.
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3. Private Mortgage Lenders — those that lend directly to a borrower.
Mortgage Funds
Mortgage Funds provide a stable and reliable income stream for our clients. Our mortgage funds achieve this by investing in a range of registered first and second mortgages targeting properties that will experience a significant valuation uplift and maintains a clear exit strategy where necessary.
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Mortgage funds operate by lending money (as mortgage loans) to a range of borrowers who use the money to buy and/or develop properties. The capital investment typically provides a fixed return in the form of regular income distributions over an agreed timeframe.