Built on Decades
of Experience
Sydney Metro Fund was established in 2019 by a team with over 80 years of combined experience in finance, accounting and private lending. The fund exists to do one thing well, lend carefully, recover fully, and share the returns with our investors.
A Pooled Mortgage Fund
Built for Professionals
Sydney Metro Fund is a privately managed pooled mortgage fund. We pool capital from qualified wholesale investors and deploy it as secured business and property loans across the Sydney metropolitan and New South Wales market.
Every loan in the portfolio is backed by a registered security. Interest income is distributed quarterly to investors, with interest accruing monthly throughout the year.
The fund operates under Australian Financial Services Licence 544582 and is available exclusively to wholesale investors as defined under the Corporations Act 2001 (Cth).
Since making its first loans in 2019, the fund has settled over 200 loans and recovered every dollar lent on closed transactions.
Three Groups
The fund was built to create genuine value on both sides of every transaction. We serve investors, borrowers and advisers with the same level of care and transparency.
Wholesale Investors
Professionals, self-managed superannuation funds, family offices and experienced individuals seeking consistent income above the RBA Cash Rate, secured by real property and independent of share market movements. We are genuinely interested in your situation before we ask for anything.
Business Borrowers
Property-backed businesses and developers seeking experienced, flexible, non-bank lending from a team that understands both finance and the real economy. We assess the business behind the loan, not just the security. Sectors include commercial, industrial, residential, clean energy, healthcare and hospitality.
Financial Advisers
Qualified advisers and planners building private credit allocations for wholesale clients who need income, diversification and low volatility in a modern portfolio. We work with advisers directly, provide clear documentation and are available to answer questions on behalf of your clients.
The People
Two experienced professionals who have spent their careers building, advising, and lending: not just managing a fund. They are both available to speak with investors directly.
Chartered Accountant and business adviser, former principal of Rothsay Chartered Accountants. Accountancy practitioner for over 40 years. Background as company principal, company auditor, tax adviser and trusted business adviser. Experienced private lender to businesses. Instrumental in the formation of non-bank mortgage origination in Australia in the early 1990s. Fellow of the Institute of Chartered Accountants, Registered Company Auditor, Chartered Tax Advisor.
Experienced business owner and consultant. Built Cosmax Prestige Brands from 1991 to 2016 into the largest independently-owned cosmetics distributor in Australia. The business grew to A$50 million in annual turnover with more than 300 employees, and held supply agreements with Procter & Gamble, Shiseido, LVMH, Burberry, and InterParfums. Products were distributed through David Jones, Myer, Priceline, and Target across Australia.
Ready to Have a
Real Conversation?
Book a free 30-minute call with the team. Ask anything you like about the fund, the loans, the people, the documents or the process. We are here to help you make the right decision for your situation — whatever that turns out to be.