Suite 1005, L10 · 4 Bridge St, Sydney NSW +61 412 650 515
Capability Companies Projects Invest Performance Contact
Plan for a secure future

Capital that
builds ground up

Sumogroup is a Sydney-based group of companies uniting property development, structured finance and wealth advisory — so investors get one accountable partner from land acquisition to settled asset.

$0MProject value delivered
0Years operating in AU
0Dwellings settled
01 — Capability

Four disciplines,
one balance sheet

Most groups outsource the hard parts. We hold development, lending, funds and advisory under a single structure — which means faster decisions, aligned incentives and full visibility for the people whose capital is at work.

Property development

Site acquisition, DA strategy, delivery and disposal across residential and mixed-use assets in Sydney's growth corridors.

  • Land subdivision & townhouse builds
  • Mid-rise residential & mixed-use
  • Fixed-price delivery partners
01 / DEVELOP

Structured finance

First-mortgage and mezzanine facilities secured against real bricks, with LVR discipline and independent valuations at every draw.

  • Senior debt 65% LVR ceiling
  • Quarterly distributions
  • Registered security trustee
02 / FINANCE

Wealth & super

Retirement and SMSF strategies built around real-asset exposure rather than market noise.

03 / WEALTH

Advisory & tax

Entity structuring, accounting and compliance so the vehicle fits the strategy — not the other way round.

04 / ADVISE

Speak to a specialist

A 20-minute call, no product pitch. We'll tell you plainly whether we're a fit.

Book a call
02 — The group

Entities under
the Sumo umbrella

Each brand runs its own P&L and licence, and shares the same governance, reporting cadence and risk committee.

EST. 2011

Sumogold Capital

Mortgage-backed investment offerings and development finance for wholesale investors. Union of two long-standing Australian financial services brands.

EST. 2014

Sumo Living

The development arm — land subdivision, townhouse and apartment delivery across Greater Sydney and regional NSW.

EST. 2017

Sumo Wealth

Financial planning, SMSF strategy and retirement modelling for families building long-horizon real-asset portfolios.

EST. 2020

Sumo Advisory

Accounting, tax structuring and corporate compliance for group vehicles, investors and joint-venture partners.

03 — Projects

Delivered,
not rendered

A selection of current and completed developments. Every project is reported to investors monthly with photographs, spend against budget and program status.

04 — How it works

From enquiry to
first distribution

Wholesale investors only. Typical terms: 12–24 month facilities, first-mortgage security, quarterly income.

STEP 01

Discovery call

We map your objective, timeframe and liquidity needs, then tell you which of our vehicles — if any — actually suits.

STEP 02

Offer & due diligence

You receive the information memorandum, valuation, quantity-surveyor report and security structure for the specific facility.

STEP 03

Documentation

Wholesale certificate, application and trust deed executed digitally. Funds held by the security trustee, not the group.

STEP 04

Reporting & income

Quarterly distributions, monthly project updates, annual audited accounts. One point of contact for the life of the facility.

05 — Performance

The numbers,
plainly stated

Past performance is not a reliable indicator of future performance. Figures shown are illustrative of group activity across the periods indicated.

Funds deployed by year — A$M
'20
'21
'22
'23
'24
'25
'26
Portfolio snapshot

Real security,
real reporting

65%Max senior LVR
9.4%Target p.a. return*
18moAvg facility term
0Capital losses to date*
06 — Investors

Why they
stayed on

Reinvestment rate across completed facilities sits above 70%. The reporting is the reason we're told most often.

★★★★★
“I've funded developers before and spent the whole term chasing updates. Here the monthly pack arrives before I think to ask for it.”
DM
Daniel M.Wholesale investor, Mosman
★★★★★
“They walked us through the security structure line by line and told us where the risk actually sat. That candour won the mandate.”
SP
Sarah & Peter L.SMSF trustees, Chatswood
★★★★★
“Our JV settled two lots ahead of program. Having the finance and the builder inside one group is genuinely faster.”
RK
Rohan K.JV partner, Box Hill
07 — Contact

Let's talk about where your capital sits.

Office
Suite 1005, Level 10
4 Bridge Street, Sydney NSW 2000
Direct
+61 412 650 515
hello@sumogroup.com.au