Our Experience
Nurturing generational wealth with decades of expertise
At WMG we take pride in guiding our family through the intricate landscape of wealth management and are committed to creating an environment that is innovative yet maintains multigenerational tradition. Our legacy is not only about protecting assets but about understanding the aspirations that define a family's unique story.
Investment
Bespoke Strategic Solutions
We specialise in the investment and asset management of commercial and high-end residential properties. With a proven track record in this area and decades of expertise, we’re able to base our decisions on a long-term perspective, holistic view, strong database and sound analysis. In accordance with industry standards and regulations, and relying on reliable local resources, we also provide professional, all-round property management services alongside asset management operations that enhance the value of our managed properties.
Mortgage Funds
Unlocking sustainable growth for a secure future
Our mortgage fund is a CRE debt and equity investment manager that is entrenched and trusted among the local community. With current regulatory obligations prompting major Australian banks to decrease their exposures to CRE debt, we meet the demand for private capital funding, and offer the potential for significant returns compared to the associated risks.
Driven by the opportunity to expand capital needs in the market, our real estate experience and capabilities work heavily in our favour to fill this growing funding gap. We provide bridge financing and flexible short-term loan services for high-end commercial and residential properties, as well as industrial and development sites.
As a boutique fund, we prioritise the quality of collateral, implement rigorous risk control measures, customise funding solutions based on the unique characteristics of each case, and strive to generate sustainable and profitable opportunities
Our Foundation
Family values that carry into the community
Beyond our business operations, WMG holds philanthropy and corporate social responsibility in high regard, working to foster change and lasting growth in our community. The WMG Foundation believes that true prosperity extends beyond financial wealth, encompassing the well-being of the communities we serve.
Dedicated to making a positive impact on society, we actively engage in giving back to the community and have a particular passion for education. Our support for educational initiatives and the sponsorship of university students echoes our mission for a better world and our aim to create a positive and lasting change in the future of others.