building futures for people with disability

building futures for people with disability

The right combination

Property Investment

The Trust will focus on building a portfolio of investments in disability housing. The vision is to ensure people with a disability have access to high quality, safe and stable housing.

Social Impact

Investing to build the futures of the people who need it most. Specialist housing is a key enabler of independence and dignity for people with a disability.  

Expert Team

The team behind the Excelsior Fund is a group of industry professionals from the Disability Care, Supported Disability Accommodation (SDA) and Financial sectors.

The Fund

The Excelsior Fund is an exciting new opportunity to provide high quality tailored housing to NDIS participants while obtaining a return on investment aligned to the core goals of NDIS service providers by putting participants at the centre of all we do.

The business model leverages the deep experience of Westhaven serving people with a disability. It combines specialist knowledge and input by NDIS trained staff and participants to the design and construction of properties best suited to the market: especially for those people who have high needs and/or require robust housing.

We firmly believe that regional NSW provides a quality lifestyle and, relative to Sydney and other expensive cities, can provide excellent quality housing at affordable prices.

As we welcome new investors to the Excelsior Fund there is an opportunity to provide high-quality housing to many participants, achieve a good return on investment, and participate in the investment decisions that suit your needs.

The Team

The team behind the Excelsior Fund is a group of industry professionals from the Disability Care, Supported Disability Accommodation (SDA) and Financial sectors.

Grant Simpson

Chairman
Investment Committee

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Brian McFadyen

Independent Member
Investment Committee

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Peter Jones

Investment Manager
Investment Committee

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Andrew Everett

Investment Manager
Investment Committee

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Contact us

Want to know more? Register your interest by filling in the form below and one of our team will be in touch to discuss further.