Ozz Investments has through the years created a substantial business in loans to small businesses, the segment that forms the backbone of the Australian economy. The size of loans varies from $50,000 to $500,000 to individual businesses. There is no specific focus on one or two industries but rather a diversified portfolio to reduce concentration risk. The incidence of bad debts is low and well managed.
The emphasis of Ozz Investments in recent years has shifted towards project-based property development focusing on the residential market, not Queensland only but as far as Western Australia. Ozz Investments in most cases would act as provider of mezzanine financing and follow-up investor in a phased approach. In many cases Ozz Investments retain ownership in select units and has been able to build up a portfolio of fixed properties providing a rental income stream.
Our portfolio and expertise is primarily in special situations and growth capital, although we have successfully concluded a few early-stage private equity transactions. Our approach is business rather than transaction-centric and we seek to create value through operational efficiencies and growth rather than financial engineering.
With a vision to provide fund management services to investors in both Australia and South Africa, Ozz Investments is in the process of setting up a funds management business. A starting point is the in-house management of the superannuation fund. A portfolio of fixed properties or real estate is being corporatized to offer investors an opportunity to participate in a fund with attractive and regular returns and capital stability.
A leading provider of boutique financial services in Australia generating wealth for our investors in a responsible and sustainable manner.
Ozz Investments Pty Ltd. a duly registered Australian proprietary company at the Australian Securities and Investment Commision (ASIC) and practising at Unit 1, 41 Price street, Earle House, Nerang, Queensland.
Ozz Investments is a boutique financial services company, based on the Gold Coast of Australia. Its South African pedigree enables it not to only perform cross-border transactions but also cross border financing. At Ozz Investments we pride ourselves on our disciplined approach in evaluation and structuring of investment opportunities. Our multi-disciplinary team of professionals has a proven track record of investments and business development success in both Australia and South Africa. We believe our ability to interact across various investment disciplines ensure we arrive at a decision that ensures returns within acceptable risk parameters.
Our various activities can be grouped along four principal silos: 1) Business loans; 2) Property development; 3) Wealth management (including fixed properties or real estate; and 4) Private Equity.