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

Key Information


D H Flinders Pty Ltd

Investment Manager

Freedom Term Investments and Fixed Income Pty Ltd

Administration Manager

Vasco Fund Services Pty Limited

Minimum Investment

$20,000 Initial Investment (Available to Wholesale Investors)

Reports & Updates

Further Information

Please contact the Investment Manager for further information