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
+
Billion
Total transaction volume since its establishment at the end of 2017
$
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 August 2025
Figures are in AUD
Wealth Pi Income Fund No.3 Trust
Open-ended Registered First Mortgage Fund
Diversified investments
Terms: 12 Months expected
Expected Investor Return: 7.5% - 8% p.a.
Open-ended Registered First Mortgage Fund
Diversified investments
Terms: Quarterly redemption application windows after a 12-month of minimum investment
Target Investor Return: RBA Cash Rate + 5% p.a.
Wealth Pi Wahroonga Trust
First Registered Mortgage
LVR： 65%
Maturity Date: Expected Sep 2025
Expected Investor Return: 8.5% - 9.5% p.a.
Wealth Pi Lindfield Trust
First Registered Mortgage
LVR：60%
Maturity Date: Expected August 2025
Expected Investor Return: 8.00% - 8.25% p.a.
Wealth Pi Salamander Bay Trust
First Mortgage
LVR: 50%
Maturity Date: Expected September 2025
Expected Investor Return: 8.75% - 9.5% p.a.
Wealth Pi Glen Waverley Asset Trust
First Mortgage
LVR: 65%
Maturity Date: Expected Nov 2025
Expected Investor Return:8.25% - 9.00% p.a.
