The world is fleeting. Your financial future does not have to be.

The world is fleeting. Your financial future does not have to be.

Investors have confronted wave after wave of uncertainty – from fluctuating interest rates, persistent inflation and more recent, volatility driven by US President Trump, Xi Jinping and Vladimir Putin.

Although we cannot control these events, we are can control where we invest.

That is why we have launched a national campaign, developed with Creative Agency MahlabTo distribute the awareness of the benefits of sharply managed private credit.

Private credit is a mandatory and fast -growing alternative to investors who are looking for steady growth and monthly income, without the sharp ups and downs of the public markets.

“The world is volatile. Your financial future does not have to be.”

It is a simple message and a message that resonates.

Access to two high-quality private credit funds that have consistently achieved robust returns of a maximum of 9.56 percent ** Pa since the start-without negative months and so far no capital loss.

Read more about our private credit funds here.

Contact us

Do you have a question? Do you want to know more? We would like to talk to you about how private credit can possibly improve the return. Send an e -mail to investor@montinvest.com or call Rhodri Taylor, account manager on (02) 8046 5000.

Thank you for your interest and support.

Warm

Roger Montgomery

Indemnification

* Performance of the Aura Core Income Fund since its foundation on 4 October 2022. Net return after reimbursements and costs on 30 June 2025 and assumes reinvestment of distributions.

** Performance of the Aura Private Credit Income Fund since its foundation on 1 August 2017. Net return after reimbursements and costs on 30 June 2025 and assumes reinvestment of benefits.

This is general information and does not take your personal circumstances into account, so find independent advice before you invest. Investing involves risk, including the possible loss of principal sum. Past performance is not a reliable indicator of future performance. Return of capital or distribution rate is not guaranteed. Montgomery Investment Management has AFL number 354564.