Aura Group

In this week’s video insight, I discuss how investors can potentially improve the return on their liquid assets by incorporating private credit in their portfolios. 

Following the Reserve Bank of Australia’s (RBA) recent interest rate cut, Aura’s two private credit funds – the Aura Core Income Fund and the Aura Private Credit Income Fund – currently deliver higher yields when compared to traditional term deposits. continue…

by David Buckland Posted in Aura Group, Video Insights.

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Retirement planning is a puzzle that leaves many scratching their heads, wondering, “How much is enough?” Ask Google that question, and out spews a hundred different opinions, many written to avoid offence. Even the experts don’t always agree. From ambitious pre-retirement targets to debates about how our spending patterns change as we age, there are as many plans for retirement as people providing them. continue…

by Roger Montgomery Posted in Aura Group, Investing Education.

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I joined Ausbiz Private Access to explore the rise of private credit in Australia, driven by a $350 billion funding gap for small to medium enterprises (SMEs). I highlight opportunities for non-bank lenders, growing demand from retirees for stable income, and the importance of risk management within private credit funds.  Watch the full interview here: Ausbiz: Private Access: Independent ratings make risk vs reward crystal clear 

by Roger Montgomery Posted in Aura Group, TV Appearances.

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In this week’s video insight, I delve into the recent interest rate cut by the Reserve Bank of Australia (RBA) and what it means for self-funded retirees relying on cash and term deposits. With lower rates affecting returns, I explore the broader implications for retirement income and discuss private credit as one potential alternative to help navigate this changing landscape.

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by Roger Montgomery Posted in Aura Group, Economics, Video Insights.

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As the global economic landscape navigated another year of heightened uncertainty and subdued conditions, Aura Credit Holdings remained steadfast in its commitment to delivering value, adapting to change, and laying the groundwork for future growth. continue…

by Brett Craig Posted in Aura Group.

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The Australian Financial Review (AFR) is reporting the Reserve Bank of Australia (RBA) has estimated that the Australian private credit market has grown to around $40 billion, or around 2.5 per cent of total business lending¹, and my friends at Tanarra Capital have predicted Australia’s market will continue to expand with attractive yields helping the asset class win share from more volatile equity markets². continue…

by Roger Montgomery Posted in Aura Group.

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In today’s dynamic financial landscape, private credit has emerged as a compelling alternative for investors seeking attractive yields with minimal volatility. But as the asset class grows, understanding the details and risk is crucial. continue…

by Roger Montgomery Posted in Aura Group, Whitepapers.

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With a legacy exceeding 14 years, Montgomery Investment Management is committed to preserving and growing the wealth of individual investors and their families.  

Over that decade and a half, we’ve watched the unique needs and goals of over 10,000 investors change and mature, and we’ve responded by innovating and expanding our range of investment strategies.   continue…

by Roger Montgomery Posted in Aura Group.

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In this video, Brett Craig from Aura Credit Holdings addresses the myth that private credit is illiquid and funds are locked until maturity. He explains that the Aura Private Credit Income Fund offers monthly liquidity windows, allowing investors to redeem funds from available cash or loan repayments. continue…

by Roger Montgomery Posted in Aura Group, Video Insights.

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In this short video, I was joined by Brett Craig, Director at Aura Credit Holdings, our partner in private credit, to addresses a common misconception: that private lending is only for distressed businesses. Brett explains that the Aura Private Credit Income Fund does not deal with distressed debt but focuses on providing capital to quality Australian businesses. After regulatory changes post-GFC, major banks shifted focus, leaving a $400 billion funding gap that private credit funds are now filling to help these businesses grow and thrive. continue…

by Roger Montgomery Posted in Aura Group, Video Insights.

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