Zagga has been shortlisted for the Australian Wealth Management Awards 2025

Picture of Article by Alan Greenstein<br>07 July 2025

Article by Alan Greenstein
07 July 2025

Zagga has been named as a finalist in the Australian Wealth Management Awards for the “Best Fund Manager – Private Credit” category.

The Australian Wealth Management Awards is an unparalleled awards program that identifies the top businesses and professionals in the wealth management profession across the nation.

The finalist list, which was announced on Monday, 7 July 2025, features 190 high-achieving professionals and businesses across 37 categories. Securing a place as a finalist is widely-recognised as a remarkable achievement in the wealth management profession. It signifies the unwavering determination and commitment of individuals, teams and firms playing a pivotal role in propelling the profession forward.

“Congratulations to all the finalists in the Australian Wealth Management Awards 2025. Being recognised among the best in the industry is a real achievement and shows the hard work and dedication everyone brings to their clients and the profession. I’m looking forward to celebrating with everyone at the gala in August,” Maja Garaca Djurdjevic, Managing Editor, Wealth Management, said.

Winners will be announced at a black-tie gala at the Sofitel Wentworth, Sydney, on Friday, 22 August 2025.

“We’re honoured to be recognised alongside some of the industry’s best. This achievement reflects the hard work of our team, the trust of our investors, and our shared belief in the role private credit can play in building more resilient, income-generating portfolios.”

This article is for information purposes only. It does not take into account your objectives, financial situation or needs. Any opinion expressed in this article are of the author and is subject to change without notice. Readers are reminded to exercise caution and use their own judgment when interpreting and applying the information contained in this article.

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We would like to acknowledge the Traditional Custodians of the lands, seas, and communities in which we provide our services. We would also like to pay our respects to the Elders past, present and emerging, and the continuing cultural influence they have on Australia.

Zagga Market Pty Limited (Australian Credit Licence 490904) ACN 611 662 401 acts as the Servicer of loans acting on behalf of the credit provider, Zagga Investments Pty Limited (AFSL 492354) ACN 615 154 786, trustee of the Zagga Investments Lending Trust

Additional Disclaimer

All portfolio numbers quoted correct as at 31 January 2025.

*Average investor return across the active portfolio as at 31 January 2025.

**Target return is after expenses and any applicable management fees for the year ending 30 June 2024. OCR = Australian Reserve Bank Official Cash Rate.

Past performance is not a reliable indicator of future performance and investments are subject to investment risk, fees and costs. Returns are not guaranteed.

Prospective investors wishing to invest in a Zagga direct investment or a Zagga Fund should fully consider the Information Memorandum, ZFF Fact Sheet and/or ZWF Brochure, available from Zagga, before applying to invest. Investments are subject to risks.

Articles on this website have been prepared by Zagga Investments Pty Limited (AFSL 492354) ACN 615 154 786 (Zagga) for information purposes only. It doesn’t take into account your objectives, financial situation or needs, nor is it intended as a substitute for any accounting, tax or other professional advice, consultation or service. Nothing in this article shall be construed as a solicitation to buy or sell any financial product, or to engage in or refrain from engaging in any transaction.

Past performance should not be taken as an indication or guarantee of future performance and no representation or warranty, express or implied, is made regarding future performance. Economic conditions may change.

Any analysis provided in this article is based on information obtained from sources believed to be reliable but Zagga does not make any representation or warranty that it is accurate, complete or up to date. Zagga accepts no obligation to correct or update the information or opinions in it. Any opinions expressed in this article are of the author and is subject to change without notice. Readers are reminded to exercise caution and use their own judgment when interpreting and applying the information contained in this article No member of Zagga accepts any liability whatsoever for any direct, indirect, consequential or other loss arising from any use of such information.

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