Fundsec Pty Ltd

Meet the powerhouse behind FUNDSEC, a team with collective expertise in fund management, mortgage lending, and corporate financing. With decades of combined experience, we have been pivotal in driving strong performance. Our team oversees a loan portfolio worth $3.7 billion and has issued over $10 billion in loans to date. We are dedicated to driving sustained performance and delivering value for our investors. Join us on this journey and uncover the possibilities at buff.ly/4dsxjFk. #fundsecsuccess #financialexcellence #meettheteam #investmentinsights

We welcome Michelle Nightingale to the FUNDSEC family as our new Brand Ambassador! Michelle is a highly sought-after vocalist, actress, and presenter, known for her clarity and beautiful voice, as well as her naturally warm and effervescent personality. A seasoned performer, her experiences range from corporate events to cabaret to leading roles in musicals. With her impressive background and commitment to excellence, Michelle is the perfect representative to help us connect with our community. Join us in giving Michelle a warm welcome! We are excited for the journey ahead and all the great things we will achieve together. Stay tuned for exciting updates and insights from Michelle as she takes on this new role. #fundsecsuccess #financialexcellence #meettheteam #investmentinsights

As we usher in the new financial year this month, it’s an ideal moment to fine-tune your investment approach and lay the groundwork for a thriving year ahead. Here are key points to consider: - Review Your Investment Goals Take time to reevaluate your financial objectives. Make necessary adjustments to your investment strategy to ensure it remains well-aligned with your goals. - Embrace Diversification Explore diversifying your investments across various asset types to mitigate risk and potentially boost returns. A well-diversified portfolio offers greater stability and broadens your exposure to different market opportunities. - Understand Tax Implications Be mindful of the tax implications that your investments might incur. It's advisable to consult with a tax professional to refine your strategy and maximise your returns. Connect with us to explore how investing with FUNDSEC can enhance your investment strategy. Let's seize the opportunities this new financial year brings!

MEET THE TEAM Say hi to Tyrone, who is another one of our dynamic Business Development Managers at FUNDSEC! With a proven track record in fostering strong client relationships and driving business growth, Tyrone brings a wealth of expertise to our team. Tyrone's extensive experience in funds management is pivotal in spearheading our efforts to manage high-performing, low-risk, quality mortgage investments. He plays a crucial role in cultivating strategic partnerships and with his keen insights and dedication to delivering exceptional service, Tyrone is instrumental in ensuring the success of our Fundsec Mortgage Fund. #fundsecsuccess #financialexcellence #meettheteam #investmentinsights

QUARTERLY PERFORMANCE INSIGHT #7 - Loan Distribution Our loan distribution across Australia's states in the current quarter showcases a slight shift in distribution compared with last quarter's distribution - with up to 3% increase in Queensland and NSW, and 3% decrease in South Australia. Despite minor fluctuations, our focus remains steadfast in serving diverse regions while maintaining a strong presence in Victoria and South Australia.

MEET THE TEAM Meet Sophie Sampson, One of our Business Development Manager Extraordinaires at the Fundsec family! As our Business Development Manager, Sophie joins us in our mission to revolutionise the world of asset management. She also brings a wealth of experience and a passion for building lasting relationships in the financial industry. With a sharp eye for opportunities and a dedication to delivering exceptional service, Sophie is committed to helping our clients navigate their financial goals with confidence. Her strategic insights and proactive approach make her a valuable asset to our team and our clients. #fundsecsuccess #financialexcellence #meettheteam #investmentinsights

QUARTERLY PERFORMANCE INSIGHT #6 - Investment Performance Comparison Here's a snapshot of returns in comparison between FUNDSEC Mortgage Fund (FMF) and other other investments. FMF looks set to offer steady returns over 3 months, 1 year, and 5 years, outperforming both Centuria and CBA Term Deposit in the long run. Centuria Balanced Bond Fund shows higher short-term returns but will lag the long term, while CBA Term Deposit offers a fixed return over 1 year, providing stability but lower returns compared to FMF. While these returns are gathered from the latest report, it is important to note that this is not a 'like for like' comparison. Instead, it showcases how the FMF compares with Australia-wide property value index, term deposit, and a contrasting diversified assets fund. Each investment option offers unique benefits and considerations, catering to different risk appetites and investment objectives.

QUARTERLY PERFORMANCE INSIGHT #5 - Portfolio Split This quarter, we have observed a slight adjustment in the portfolio split, with a decrease in the allocation of 1st RM by 1% and an increase in the allocation of 2nd RM by 1%. This shift indicates our ongoing efforts to optimise the portfolio balance, ensuring prudent risk management while maximizing returns.

QUARTERLY PERFORMANCE INSIGHT #4 - Average Loan Size vs Average LVR Our latest quarterly performance update reveals an average loan size of $393K and an average Loan-to-Value Ratio (LVR) of 54% on our current portfolio. It is a slight decline from the last quarter loan size and average LVR however reflects our strategic approach to lending, with a focus on maintaining a healthy balance between loan size and asset value, ensuring stability and security in our investments. Come back for more quarterly insights and updates as we continue to strive for excellence in our portfolio management!

OUR CORE TEAM Introducing Gene Ge, a seasoned expert in risk management and one of the brilliant minds behind FUNDSEC's success. With a diverse background and a string of accolades in the finance industry, Gene brings a wealth of knowledge and experience to his role as Co-Founder and Head of Risk Management. As a former senior risk consultant at prestigious firms like Deloitte and Ernst & Young, he honed his skills in risk advisory, particularly in the banking sector. Gene's expertise spans across various domains, including property development, commercial property acquisition, medical construction, and agriculture finance. Throughout his illustrious career, Gene has been recognised for his outstanding achievements, earning prestigious awards such as Broker of the Year, Best Residential Broker, and Best Customer Service. His unwavering commitment to excellence has earned him accolades like the Westpac Platinum Broker and CBA Elite Broker. With his deep understanding of risk management and unparalleled finance expertise, Gene is instrumental in steering FUNDSEC towards greater heights of success.