Diversified

Diversified higher risk loan portfolio secured by residential property. First and second mortgages with portfolio diversification to reduce specific investment risk.

Wholesale scheme focused on NZ SMEs across diverse sectors with AU$800M proven Australian track record

Open-ended PE fund backing proven, profitable NZ businesses ($10-100M EV) with quarterly distributions and redemptions

Personalised discretionary investment management service with bespoke, diversified fund of funds approach

Private credit financing NZ SMEs through diversified loans with 3-year average maturity, PIE and PFIC compliant

Direct lending providing working capital and growth loans to NZ businesses secured by business assets

Diversified exposure to non-bank lending with monthly subscriptions/redemptions and 7+ years track record

Open-ended PIE with senior secured loans, weekly liquidity, and monthly cash distributions

Specifically designed for AIP visa holders with diversified allocation across NZ PE, credit, and VC

Bespoke investment strategies for AIP Growth or Balanced categories with 25+ years experience

Discretionary account providing choice of multiple managed funds to create personalised diverse portfolio

Personalized investment service with tailored and expertly managed fund of funds approach

Discretionary Investment Management Service providing bespoke diversified fund of funds approach