Investing with Princeton.
Build Your Legacy On Ours.
At Princeton, our investment philosophy is grounded in a deep conviction of the superior risk-adjusted returns offered by residential property on Australia’s Eastern Seaboard.
Our long-term performance demonstrates our profound understanding of market intricacies and the dynamic landscape that is residential property.
YEARS of Experience
YEARS of Experience
Princeton Fund Series
Achieve your financial goals with Princeton’s Investment Fund Series, designed exclusively for wholesale investors. Target attractive returns with the security of first mortgages in our Property Income and Debt Funds, or pursue capital growth through direct equity investments in our Equity Fund Series. We offer flexible investment options to meet your individual needs and risk profile.
*Princeton Financial Services manager rating
Princeton Property Income Fund
(Diversified Portfolio)
A capital-stable, diverse portfolio of short to medium-term first
mortgage residential development loans delivering top-tier governance, credit, and risk management, ensuring consistent, impressive returns.
First Mortgage Secured Investment
Duration: 12 Months, 6 months thereafter
Distributions: Monthly
Princeton Debt Fund Series
(Contributory CRED)
Crafted to meet the investment needs of wholesale investors seeking superior risk-adjusted returns and the ability to build their debt portfolio via Princeton-sourced selectively and approved Commercial Real Estate Debt.
First Mortgage Security
Duration: 6 to 24 Months
Distributions: Monthly
Princeton Equity Fund Series
(Contributory Equity)
Catering to the needs of wholesale investors requiring a higher-yielding
return achieved through direct property development and investment.
Duration: Project dependent
“Why Sydney? Well we believe deeply in the superior returns offered by residential property in our hometown!”
Michael Fardoulis, Head of Distribution – Investor Products
Legacy, Stability and Experience
At Princeton Financial Services, we understand that investors seek more than just financial returns; they seek a legacy. Our deep-rooted experience in the property market, combined with our unwavering commitment to stability, ensures that your investments are not only secure but also contribute to a lasting impact. We pride ourselves on our ability to navigate market complexities with confidence, providing our investors with the peace of mind that comes from partnering with a trusted and experienced investment house.
Performance and Delivery
Performance and delivery are at the core of Princeton Financial Services. Our investors benefit from our relentless pursuit of excellence and our innovative approach to investment. We have a proven track record of delivering superior returns, consistently outperforming the
market. Our dedicated team of experts works tirelessly to identify and capitalise on opportunities, ensuring that our clients receive the best possible outcomes. At Princeton, we are committed to delivering exceptional value and exceeding our investors’ expectations and have delivered a weighted average return of 11.61% p.a. since inception.
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Princeton Weighted Avg Return
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RBA Cash Rate
*2012 to 2024 Princeton Debt Series Performance vs RBA Cash Rate
Governance and Risk Management
Governance and risk management are integral to our operations at Princeton Financial Services. Our Internal Credit Committee (ICC) plays a crucial role in meticulously evaluating and mitigating potential risks, ensuring that our investments are secure and well-managed. We adhere to the highest standards of governance, transparency, and accountability, providing our clients with the confidence and assurance they need. Our robust risk management framework and unwavering commitment to integrity make us a trusted partner in achieving long-term investment success.
Residential Real Estate
Australian Superannuation
Australian Listed Stocks
Commercial Real Estate
Number of Dwellings
Outstanding Mortgage Debt
Household Wealth Held in Housing
Total Sales P.A.
Gross Value of Sales P.A.
Source: Corelogic, RBA, APRA, ASX
Disclaimers: This information has been prepared and issued by (Investment Manager, Princeton Financial Services Pty Limited ACN 160 484 551 AFSL 429511) as investment manager of (Princeton Property Income Fund) and is only for the use of persons who are wholesale clients within the meaning of section 761G or 761GA of the Corporations Act 2001 (Cth (“Corporations Act”). The Trust Company (RE Services) Limited ACN 003 278 831, AFSL 235 150 is the trustee and issuer of units in the Fund. The information in this is not available to any person who is a retail client within the meaning of section 761G or 761GA of the Corporations Act. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the information memorandum, available request via our website (www.princetonfs.au/contact-us), prior to making any investment decisions.
If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. This information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value.
Neither the Investment Manager. nor any company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.
Neither Princeton nor Perpetual give any representation or warranty as to the reliability or accuracy of the information contained in this information.
Effective return calculation assumes that the cash rate remains constant at 4.35% p.a. for a 12-month period and distributions are reinvested (EAY=(1+r/n)n−1).
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
Built on better ways.
Princeton is an innovative investment house with a proven track record of lending across all areas of development finance. We build more than wealth, we build trust. Get in touch today and start building your legacy on ours.
© 2025 Princeton Financial Services
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.