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For financial advisors

Partner with All Roads Wholesale Fund for your wholesale clients.

We support licensed advisors introducing wholesale and sophisticated clients to property-backed income, secured by registered first mortgages.

Why partner with us

A considered option for wholesale clients

All Roads Wholesale Fund offers advisors a transparent, security-backed property income exposure for clients who qualify as wholesale or sophisticated investors.

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First mortgage security

Generally, loans are secured by a registered first mortgage over the underlying property.  However, where an equivalent security can be obtained such as where a first or second mortgage does not exceed 70% of the underlying property value, some alternate securities may be considered.

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Transparent terms

Clear lending parameters and disclosure through the Information Memorandum.

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Experienced board

Taxation, legal and development expertise governs every investment decision.

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Responsive support

Direct access to our investor relations team for you and your clients.

Minimum wholesale investment

Working with us

A simple way to engage

From first contact to ongoing client reporting, we keep the process straightforward.

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Get in touch

Contact our team to register your interest as an advisor.

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Access materials

Receive the Information Memorandum and supporting wholesale-client materials.

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Introduce clients

Introduce clients who qualify under section 761G of the Corporations Act.

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Ongoing reporting

Your clients receive regular Fund reporting to support your advice.

Minimum wholesale investment

Advisor resources

Wholesale client materials

Key materials are emailed after registration so they are not presented for anonymous download.

Information Memorandum

The principal disclosure document for the Fund.

Emailed after registration

Application Form

For clients ready to apply to the Fund.

Emailed after registration

These materials are intended for licensed financial advisors and wholesale clients as defined in section 761G of the Corporations Act 2001 (Cth). Register below and the documents will be emailed to the address you provide.

Contact us

Speak with our team

Register your interest as an advisor and we'll be in touch with the materials you need.

Phone

(07) 3340 5155

Email

I am a wholesale / sophisticated investor

Important information

This page is intended for licensed financial advisors and for wholesale and sophisticated investors as defined in section 761G of the Corporations Act 2001 (Cth). It contains general information only and does not constitute financial product advice. Advisors and clients should read the Information Memorandum in full before any investment decision.

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All Roads Wholesale Fund Ltd · ABN 31 119 506 937 · ACN 119 506 937.

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