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 June 2024
Figures are in AUD

Wealth Pi Income Fund No.3 Trust

Open-ended Registered First Mortgage Fund

Diversified investments
Terms: 12 Months expected
Net Investor Return: 7.5% - 8% p.a.

Wealth Pi Wahroonga Trust

First Registered Mortgage

LVR: 65%
Maturity Date: Expected Sep 2025
Net Investor Return: 8.5% - 9.5% p.a.

Wealth Pi Lindfield Trust

First Registered Mortgage

LVR:60%
Maturity Date: Expected August 2025
Net Investor Return: 8.00% - 8.25% p.a.

Wealth Pi Salamander Bay Trust

First Mortgage

LVR: Maximum 50% Investment
Maturity Date: Expected May 2025
Net Investor Return: 8.75% - 9.5% p.a.

Wealth Pi Glen Waverley Asset Trust

First Mortgage

LVR: 65% Investment
Maturity Date: Expected Nov 2025
Net Investor Return:8.25% - 9.00% p.a.

Wealth Pi Loxwood Avenue Construction Trust

First Registered Mortgage

LVR: 60% Investment
Maturity Date: Expected July 2025
Net Investor Return: 8.5% - 9.5% p.a.