Archer Wealth Investment Fund
We help wholesale investors generate targeted returns of up to 15% p.a. on real estate secured investments.
Investment Highlights
Archer Wealth Investment Fund offers investors a unique opportunity to earn attractive returns with minimal risk. By investing in the Fund, you gain access to carefully selected first and second mortgage loans secured by Australian real estate. Our experienced team expertly manages these loans, ensuring a steady income stream.
With a focus on low-risk, high-quality investments, the Fund provides a stable and secure investment option. Enjoy competitive returns, flexible terms, and professional management.
Archer Wealth Investment Fund (the Fund) is a wholesale fund, or an unregistered managed investment scheme. In this structure, money invested in the scheme by all investors is pooled and used to fund approved loan transactions which are managed on behalf of all investors. The Fund seeks to invest in first and second mortgage lending opportunities that will deliver attractive risk-adjusted returns protected by registered mortgages over real property. By investing in the Fund, investors can access opportunities not readily available to private investors, while accessing the specialist knowledge and skills of Archer Wealth.
The Opportunity
Borrowers are increasingly seeking alternative finance solutions unique to their situation as they grow frustrated with the traditional lenders’ protracted waiting times, exhaustive underwriting requirements, and impersonal services.
Our Solution
At Archer Wealth, we have developed a reputation for moving much faster than traditional lenders and assisting numerous borrowers by providing finance solutions that meet their individual requirements.
We are actively seeking new Wholesale Investors who want to earn a secure income stream, diversify their investment portfolio, and benefit from professional loan management.
Archer Wealth is committed to delivering our clients the following target returns (subject to variable interest*)
- Up to 10% net return pa on 1st Real Mortgages
- Up to 15% net return pa on 2nd Real Mortgages
Archer Accelerate Income Units Offer
Over the past 10 years, the Australian Private Lending Industry has grown to $22.3 billion by annualised rate of 11.2%.
It's clear that private markets are becoming an increasingly attractive investment option.
As traditional lenders tighten their criteria, alternative finance is filling the gap.
High Returns: Generated for Wholesale & Institutional Investors
- earn up to 10% pa for 1st RM & earn up to 15% pa for 2nd RM, interest paid monthly
Low Risk Exposure: Maximum Loan-to-Value Ratio (LVR) on loans capped at 75%
- with an average LVR under 65%
- up to 94% of Loans are 1st Real Mortgages
High Liquidity: Average Investment Term 12 months
- monthly redemptions acceptable
- Investment terms between 3 to 24 months
Diverse Investment Portfolio: Spread across various property types
- up to 85% of investments in NSW or VIC within major regions
- up to 65% of loans are invested in residential houses
- No construction or consumer loans included to protect our investors
Minimum Investment
- $50,000 (wholesale investors only
Zero Management Fees: Transparent Structure with $0 cost to investors
- 0% pa
- Residential property
- Commercial and Industrial property
- Vacant land
- Business solutions
- Bridging finance
- SMSF Loans
- Mezzanine finance
- Second Mortgages
- Individual
- Self-employed business owners
- Small and Medium Enterprises
- SMSF’s
- Property Developers
Archer Wealth Pty Ltd (ACN 668 350 669, CAR No. 1291674) (Archer Wealth) is the appointed Investment Manager for the Fund.
Archer Wealth is a proprietary limited company that was incorporated in 2021. Archer Wealth has been operating as a Loan funder and has an experienced management team with a proven track record in the mortgage lending industry and seeks to:
- Identify prudent mortgage lending opportunities;
- Preserve investor’s capital;
- Manage Borrower’s loans from inception to discharge; and
- Deliver attractive risk-adjusted returns.
The Trustee and Investment Manager (together ‘we’ or ‘us’) aim to generate attractive risk-adjusted alternative investment opportunities through facilitating the funding of high-quality Loan transactions. Archer Wealth will seek to invest based upon income investing and diversification across a variety or Loan types, LVR’s and Borrower types.
Archer Wealth’s success to date is based on the competence and efficiency of its team, and the extensive experience of its executives and contracted advisors.
Gee is the founder of Archer Wealth and has been the Managing Director of the company since its inception. With over 15 years experience in banking and finance, Gee started his career in one of the big four banks and was an award-winning banker.
Gee then started his own mortgage broking company and went on to win Adviser Magazine’s “30 Under 30 in Australia” award in his first year in business. Gee has extensive experience working and dealing with high-net worth clients over the years. Archer Wealth is a dream Gee had to be able to provide finance to people who banks didn’t want to help. Gee’s goal is to grow Archer Wealth and significantly change the way businesses across Australia access capital. He is responsible for the daily management of the company.
Rory serves as the Head of Distribution at Archer Wealth, where he leverages over a decade of industry experience to drive strategic growth and expand client relationships.
With a robust educational background, including a double bachelor's degree in Applied Finance & Economics and his Master's in Financial Planning, Rory is well-equipped to navigate the complexities of financial distribution. His previous roles, including being a Senior Manager of Premier Relationships at HSBC and Broker Development Manager, have honed his skills in leadership, client relationship management, and strategic development. Rory excels in building strong relationships in wealth and investments, fostering a collaborative and client-focused environment that makes him an invaluable asset to Archer Wealth. His efforts ensure that our distribution strategies align with our clients' needs and market opportunities.
Max is a Senior Risk Manager at Archer Wealth, bringing over a decade of experience in financial analysis and credit risk management.
His expertise lies in evaluating financial risks and developing secure loan structures that align with the firm's strategic objectives. Max's analytical skills and attention to detail play a pivotal role in ensuring that Archer Wealth makes informed lending decisions, thereby maintaining the integrity and quality of its loan portfolio. Before joining Archer Wealth, Max served as a Commercial Lending Manager at Maxiron Capital, where he focused on providing tailored financial solutions and managing high-net-worth clients. Max holds a Bachelor's degree in Accounting and Actuarial Studies from UNSW and is a Chartered Financial Analyst (CFA). His commitment to helping clients achieve their financial goals while safeguarding investments makes him an invaluable asset to the Archer Wealth team.
Kiro serves as the Head of Sales at Archer Wealth, where he plays a pivotal role in driving our expansion by closing deals and executing tailored sales strategies, particularly in the realm of private lending.
Kiro excels at securing substantial investments from discerning wholesale investors, aligning their aspirations with robust, growth-oriented opportunities. His expertise lies in crafting and executing scenarios that maximize investment potential, ensuring that your capital is not only invested but invested wisely for mutual growth. Kiro is dedicated to forging strong investor relationships, with a commitment to transparency and strategic insight that makes the investment journey both rewarding and straightforward. Partner with Kiro for a powerful investment experience that propels both your portfolio and our business to new heights of success.
Craig Giffin, our Responsible Manager at Archer Wealth, is an indispensable asset with over 25 years of executive leadership in the investment and financial services sectors.
Holding RG 146 and RG 105 qualifications, Craig’s extensive expertise encompasses business transformation, governance, and operational efficiency, all underpinned by an unwavering commitment to Archer Wealth’s core principles of integrity, client focus, and innovative thinking. In his role, Craig not only drives strategic alignment and business outcomes but also exemplifies the mentorship and talent development that are integral to our firm’s values. His leadership, both in terms of business strategy and nurturing future industry leaders, serves as a cornerstone of Archer Wealth’s continued success and growth.
Gary serves as the Chairman of Archer Wealth's Advisory Board and is the CEO of North Star, a portfolio investment company that supports technology and financial services startups.
He was previously the Executive Chair and CEO of Seguros Monterrey New York Life Insurance in Mexico, where he now spends part of each year and continues to contribute as a Non-Executive Director and member of several key committees. With a 39-year career in establishing and leading financial services, insurance, pension, and health companies across 12 countries, Gary brings extensive experience to his roles. At Archer Wealth, he offers strategic advice, leadership development, and investment counsel, leveraging his deep operational and regulatory insights from his work across multiple geographies.
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Archer Wealth is our private lending company that has existed since 2019. It specialises in providing residential and commercial loans to borrowers, usually in circumstances where they have been unable to get a loan from their bank.
The Archer Wealth Investment Fund is our wholesale fund that has existed since November 2023. The Fund pools together investors’ money and uses it to invest in the deals that Archer Wealth (the lending company) approves and settles, with the aim of generating return for investors.
Archer Wealth (the company) has institutional investors, from wholesaler suppliers and property developers to real estate agents. These are investors who have been with us since at least 2019.
The Archer Wealth Investment Fund only launched recently (November 2023), and we are seeking more sophisticated wholesale investors to partner with us.
You would be investing your money into the Archer Wealth Investment Fund, not the company Archer Wealth itself.
To put it simply, we’re growing fast – and Archer Wealth needs funds to finance its deals.
Archer Wealth has funded over $165 million in loans with a default rate of less than 2%. We’re growing immensely and have more deals flooding into our doors.
We still have around $187 million in available funds that we can loan, but we’re looking for investors so that we can continue to approve loans for the next 20 years.
That’s where the money from the Archer Wealth Investment Fund comes in.
Our investments are designed to deliver:
- Up to 10% net return pa on 1st Real Mortgages
- Up to 15% net return pa on 2nd Real Mortgages
Archer Accelerate Income Units Offer
Statutory Statement
This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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