Financial Services Opportunities Fund
Improve the wellbeing of more Australians by investing in the most promising financial services businesses led by the next generation
This fund is open to wholesale or sophisticated investors and those who otherwise meet the definition of an eligible investor as defined in the Information Memorandum.
Fund Summary
"Research by the Productivity Commission highlights the $3.5 trillion intergenerational wealth transfer by 2050 of property, unspent super and other investment assets bequeathed to family beneficiaries.
Indicating growth in excess of $50 billion for the wealth management sector across advice, investment administration and management."
TIP Financial Services Opportunities Fund aims to leverage our existing set of curated assets to micro-target the most attractive investment sectors benefiting from these dynamics, while delivering income, capital growth and portfolio diversification benefits.
The Fund aims to deliver attractive investment returns via a blend of income and capital growth by investing in the most promising wealth advisory and funds management boutiques, focusing on:
Succession: helping to transition ownership to younger talent
Alignment: preserving the independence and culture of the portfolio assets via differentiated investment structuring
Scale: providing growth capital to promising SMEs with strong potential in wealth advisory and funds management
Value
add: leverage TIP’s ASX-grade ecosystem to help the businesses scale, grow and
realise strategic value
Multi-trillion-dollar intergenerational wealth transfer with structural dynamics pointing to attractive opportunities for investment and impact
Privately owned SMEs in wealth advisory and funds management are uniquely positioned to achieve strong, above-market, growth and value uplift with access to smart capital.
TIP’s ASX-grade financial services ecosystem
TIP’s team, scale, infrastructure and strategic investments and partnerships offer access to proprietary deal flow, strategic acquisition platform and value add.
TIP’s team, scale, infrastructure and strategic investments and partnerships offer access to proprietary deal flow, strategic acquisition platform and value add
Our investment team has substantial financial service experience across entrepreneurship, business operations & growth and investments at senior executive and Board levels.
Invest with us
*This fund is open to wholesale or sophisticated investors and those who otherwise meet the definition of an eligible investor as defined in the Information Memorandum.
These classifications are defined in the Corporations Act, 2001 and typically prohibit investors who intend to invest less than $500,000 unless their accountant is able to certify their net worth exceeds $2.5million AUD.
Those who do not qualify may wish to review our retail investment offer which is open to all Australian Investors.
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Questions and Answers
TIP is investing $5 million of the $35 million target Fund size.
The Fund is seeded from inception with four assets. Additionally, we are actively evaluating several opportunities. One of which is currently in exclusivity and undergoing due diligence.
The Fund is targeting returns of >20% p.a. IRR net of fees over the Fund life via distributions and capital growth.
$250,000
The Fund is targeting a term of 7 years to allow recycling of capital
Management
fees of 2% p.a. (plus GST). Subject to
achieving a minimum return for investors of 8% per annum compounded annually,
performance fee of 20% .
The
Fund is illiquid, however in certain situations, we will endeavour to help
create liquidity for an investor by offering those units to other investors.