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

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 Oakleigh Trust

First Registered Mortgage

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

Wealth Pi Salamander Bay Trust

First Mortgage

LVR: Maximum 50% Investment
Maturity Date: Expected Dec 2024
Net Investor Return: 9% - 9.5% p.a.

Wealth Pi WEST MELBOURNE Stanley St Land Trust

First Mortgage

LVR: 65% Investment
Maturity Date: Expected Oct 2024
Net Investor Return:8.50% - 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% - 9.0% p.a.

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