BANKSIA CASE STUDY
Banksia Securities Limited was a mortgage debenture fund with 3,000 investors, primarily retirees.
“It was Mawson’s input that showed us that there was a better way to get us to where we are today… we’ve been on a bit of a high since we’ve been associated with Mawson.”
Don McKenzie, Investor
WHY THEY CAME TO US
A group of prominent community leaders requested that Mawson assist the investors in obtaining more visibility, influence and engagement in the realisation of the Banksia assets.
Prior to approaching Mawson, the investors had been poorly communicated with and had little to no influence over the financial outcome.
WHAT WE DID
Developed a strategy aimed at providing investors with a greater level of influence and insight into the asset realisation process. This included travelling to rural Australian communities, garnering the support from investors and leveraging the investor’s voting rights to affect change.
WHAT WE DELIVERED
The investors received influence and engagement over the process which ultimately resulted in a better financial outcome.