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Mountain Assets

The Mountain Assets Story

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Our Company

Ethical finance brokerage

Mountain Assets is an ethical finance brokerage based in Sydney, Australia. Our team consists of experts with a combined professional experience of 30 years, who have a diverse background in promoting various asset classes globally.

We specialise in connecting private wholesale investors with property developers in the NDIS (National Disability Insurance Scheme) and commercial property sectors. Our Developer Partners & Project Managers are carefully selected based on their competitiveness, experience, and dedication to delivering exceptional results for our investors. They have a wealth of experience in the healthcare and disability accommodation industry, and their industry insights, networks, and financial capabilities accelerate construction and tenancy.

In addition to our expertise in the healthcare and disability accommodation industry, we are also well-versed in commercial property projects. Our team has extensive knowledge and experience in promoting and managing commercial property developments. We understand the unique dynamics and requirements of the commercial property sector, allowing us to identify and facilitate lucrative investment opportunities for our clients.

At Mountain Assets, our goal is to provide passive income opportunities for investors while assisting disadvantaged Australians in securing purpose-built accommodation. We work closely with our Developer Partners to realize their ambitious targets as part of their five-year development plans. Our commitment to delivering quality projects, combined with our industry expertise, makes us a trusted partner for investors seeking ethical and profitable investment opportunities in the property space.:

in monthly payments and redemptions paid out

Investors

Projects

Cities

new purpose built bedrooms for Australians in need

Our Team

Our team consists of seasoned professionals, who possess a diverse background in promoting various asset classes globally. Committed to excellence, our Developer Partners and Project Managers are carefully chosen for their competitiveness, experience, and unwavering dedication to delivering exceptional results. As you embark on this journey with us, get acquainted with the faces behind Mountain Assets, a team driven by a shared vision and a commitment to ethical and profitable investment opportunities.

Meet The Mountain Assets Team - James Gardner
James Gardner

DIRECTOR & CEO

Meet The Mountain Assets Team - Adam Newman
Adam Newman

DIRECTOR

Meet The Mountain Assets Team - Adnan Tanveer
Adnan Taveer (Addy)

MANAGING PARTNER

Meet The Mountain Assets Team - Ryan Lenton
Ryan Lenton

SENIOR CLIENT MANAGER

Meet The Mountain Assets Team - Al Wheldon
Al Wheldon

SENIOR CLIENT MANAGER

Meet The Mountain Assets Team - Fahad Qureshi
Fahad Qureshi (Francis)

SENIOR CLIENT MANAGER

Meet The Mountain Assets Team - Damien Stone
Damien Stone

SENIOR CLIENT MANAGER

Meet The Mountain Assets Team - Ben Ross
Ben Ross

SENIOR CLIENT MANAGER

Meet Al Wheldon from the Mountain Assets Team
Sidra Liaqat (Jasmine)

SENIOR CLIENT MANAGER

Meet Al Wheldon from the Mountain Assets Team
Michael Jacobs

SENIOR CLIENT MANAGER

Our goal is to provide passive income opportunities for investors while assisting disadvantaged Australians in securing purpose-built accommodation

NDIS and Commercial Investments

Diversity and Inclusivity

The driving forces behind Mountain Assets innovation and growth

At Mountain Assets, diversity and inclusivity are more than social responsibilities – they are the driving forces behind our innovation and growth. We value the unique perspectives, skills, and experiences each individual brings, creating a culture where everyone feels heard and empowered.

We believe this diversity leads to creativity, innovation, and robust decision-making, allowing us to better serve our clients. As an asset management firm, we operate in a global, diverse marketplace, and reflecting this diversity within our organization enhances our understanding of clients’ needs.

Our commitment to fostering diversity and culture is about creating an environment where all employees can thrive and deliver their best. It’s not a ‘tick-box’ exercise for us; it’s fundamental to our identity and success. We remain dedicated to upholding these principles because a diverse, inclusive culture is not just right – it’s also smart.

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