About Wealth Pi

Who we are

Founded in 2017, Wealth Pi Fund has built a strong track record and robust investment portfolio. 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. With more than $4 billion of relevant trading experience, Wealth Pi Fund has a strong advantage in deal origination and risk management. Adhering Professionalism and Integrity to maintaining a long-term relationship with our customer is the only way to create win-win cooperation.

Our Mission

Wealth Pi dedicated to provide high-quality and scarce real estate investment products for our investors, developers and cooperated institutions. Specialise in acquiring blue chip property development and full-scale service, Wealth Pi is your first choice for real estate investment lending.

Our Services

For Investors

Wealth Pi Fund offers investors a selection of Australian property investments across the capital stack from mortgages (first and low leveraged second) to high quality preferred equity in the Australian property development market. Each Wealth Pi investment opportunity is a stand-alone property loan, preferred equity or a construction loan. This variation allows our investors to choose investment projects to suit their own risk/return profile, to arrange their investments to fit with their cash-flow requirements and to select their preferred property classes and geographic location. The return and term vary on each independent project.

For Borrowers

Wealth Pi Fund tailors funding solutions for high-quality developers and builders. Incorporating a professional and realistic approach to funding, empowered by an experienced team with deep knowledge of the property market thereby ensuring the financial needs of developers and builders are met. With access to varied channels of funding, each project is secured to receive the funding from individual investors, key partnerships with best-in-class institutions selected or through bond insurance.

Why Choose Wealth Pi

ASIC Licensing

Wealth Pi Pty Ltd is an authorised representatives of Australian Financial Services License :354933 “AFSL” issued by ASIC that allows the operations outlined here-in https://asic.gov.au/for-finance-professionals/afs-licensees/

Loan Origination

We have credibility with a network of high-quality loan referrers and borrowers that new participants cannot access.

Credit Review and Loan Approval

In-house capability of seasoned loan underwriters supported by a background in law and principal property investing. Wealth Pi meet with every borrower, inspect each property, engages with suitably qualified valuation consultants, and uses specialised legal firms to document each loan.

Portfolio Management

Professional & Integrity are the critical philosophy of Wealth Pi Fund. Especially in the changing market, with its highly experienced team, diversified capital channels, risk control, and responsible post-investment management, Wealth Pi has always preserved professional standard and won unanimous praise from investors and project parties.

Customer Experience and Corporate Culture

Wealth Pi focuses on creating a positive and diverse corporate culture to our internal staff and customer. Wealth Pi’s collaborative in-house team and strategise in each decision made have laid a solid foundation, which attracts infinity opportunities.

Financial Information

Financial Information Wealth Pi Fund ACN 621 369 024 is The Corporate Authorised Representative of Wealth Pi Capital Pty Ltd (ACN 052 435 079) AFSL 354933 (Australian Financial Services Authorised Representative Number: 001277503)

Our Investments are open for Australian Sophisticated Investors only. For the definition of a Sophisticated Investor please refer to below link: http://asic.gov.au/regulatory-resources/financial-services/financial-product-disclosure/certificates-issued-by-a-qualified-accountant/

Wealth Pi DEI Policy

Introduction At Wealth Pi , we started our company five years ago with an intentional focus to build a culture that prioritised diversity, equality and inclusiveness (DEI). Wealth Pi is committed to supporting and nurturing a diverse, equal and inclusive culture, and to ensure all our employees understand our commitment that is reflected in all things we do across all aspects of our company.

What this means to WealthPi:

Diversity: We acknowledge the importance of diversity in both gender and ethnicity and the benefits of broad thought and challenging the status quo can have on both innovation and growth but also in managing risk. With a gender and ethnic diverse team Wealth Pi will continue to grow with the integrity and professionalism we highly value and builds a team that works not only well together but find Wealth Pi a workplace of choice.

Equity: All employees at all times shall be treated fairly, given opportunities they deserve, paid fairly and respected for their participation in all aspects of the company. To create this inclusive culture includes zero tolerance to discrimination, transparent and regular team communications, recognising how diversity brings broader thinking and facilitates new ideas and mitigates risks and welcome comments feedback to ensure we continue to deliver on this.

Inclusive: WealthPi is dedicated to create an inclusive environment where all employees feel welcome, valued and supported.

Ongoing activation of DEI:

We apply a DEI screen in recruiting, hiring, promoting and management of all employees. All employees share our DEI values on culture.

How do we measure ourselves: We communicate and seek feedback from all employees constantly. We do not believe this should be a once a year check in rather all managers should understand what is going on with every staff member and that any issues that may arise are dealt with immediately promoting a workplace that everyone feels safe and that they have a voice.

By creating this positive culture positions us an employer of choice for all genders and ethnicities. We continue to ensure this commitment interweaves in all parts of Wealth Pi’s operations and is linked strongly to our brand.