Fund Summary

The Fund aims to provide Investors with the opportunity to achieve attractive income by making a single loan to Freedom Wealth Services Pty Ltd (Borrower), a related party financial planning business of the Investment Manager. The Borrower will use the monies advanced by the Fund to:

• purchase the right to provide financial planning services to the clients of Logic Financial Services Pty Limited, a related party financial planning company; and
• provide business loans to third party professional services businesses, including financial planning businesses and registered tax agents.

Key Documents