Wealth Pi Fund
Australian Financial Services Licence: 354933
Wealth Pi Fund focuses on the Australian real estate development funding business, providing one-stop financing solutions for developers and quality real estate investment products for Investors.
$
300
+
Million
Total transactions Including $535 million direct investment and $232 million debt advisory
$
1
+
Billion
Transaction experience through total credit committee’s career
20
Projects Funded
Strictly selected projects
1
Projects Exited
with target return achieved and no default
Updated March 2024
Figures are in AUD
WPFM3
Open-ended Registered First Mortgage Fund
Diversified investments
Terms: 12-15 Months expected
Net Investor Return: 7% - 7.5% p.a.
Wealth Pi Wahroonga Trust
First Registered Mortgage
Low LVR
Maturity Date: Expected Sep 2025
Net Investor Return: 9.00% - 9.50% p.a.
Wealth Pi Westbrook Wahroonga RSL Trust
First Registered Mortgage
Low LVR
Maturity Date:Expected Mar 2025
Net Investor Return: 8.00% - 8.50% p.a.
Wealth Pi Vaucluse Derby Trust
First Registered Mortgage
Low LVR
Maturity Date:Expected Dec 2024.
Net Investor Return: 8.00% - 8.25% p.a..
Wealth Pi Bellevue Hill Trust
First Registered Mortgage
Low LVR
Maturity Date: Expected June 2024
Net Investor Return: 7.75% - 8.25% p.a.
Wealth Pi Bonnie Brook FM Trust
First Registered Mortgage
Low LVR
Maturity Date: Expected July 2024
Net Investor Return: 7.5% - 8% p.a.
Rose Bay Neu Trust
First Registered Mortgage
LVR: Maximum 64% Investment
Maturity Date: Expected Feb 2023
Net Investor Return: 7.25% - 7.5% p.a.
WEST MELBOURNE VIC I Trust
First Mortgage
LVR: 65% Investment
Maturity Date: Expected Oct 2024
Net Investor Return:8.50% - 9.00% p.a.
Keysborough Loxwood Trust
First Registered Mortgage
LVR: 60% Investment
Maturity Date: Expected Oct 2023
Net Investor Return: 7.25% - 7.5% p.a.
Mosman Reginald Trust
First Registered Mortgage
LVR: 64% Investment
Maturity Date: Expected Aug 2023
Net Investor Return: 7% - 7.5% p.a.
