HOMELEIGH DAIRIES PTY LTD
INVESTMENT INFORMATION MEMORANDUM
ABN: 98 263 852 699
Minimum Investment: $100,000
Investor Eligibility: Wholesale and Sophisticated Investors Only
This investment opportunity is exclusively available to investors who meet the wholesale or sophisticated investor criteria under the Corporations Act 2001 (Cth). Prospective investors must provide appropriate certification of their status prior to investment acceptance.
INVESTMENT OPPORTUNITY SUMMARY
$1.4M Investment Opportunity with 10% Return
Location: 119 Duck Creek Road, Old Bonalbo, NSW 2469
Executive Overview
Homeleigh Dairies Pty Ltd presents a compelling investment opportunity to participate in the acquisition and development of a premium dairy property in the Northern Rivers region of NSW. This unique opportunity features experienced operators Wayne and Helen Dodge, who bring 40 years of dairy farming expertise and are contributing $1.24M in livestock, equipment, and operational assets to ensure immediate farm productivity.
Investment Structure
Total Project Value: $4.04M
  • Primary Financing: Thera Capital Management (ABN 29 618 154 215 | AFSL 527076) - $2.4M (60%)
  • Operator Contribution: Wayne & Helen Dodge - $1.24M in livestock, equipment, and expertise (31%)
  • Wholesale Investor Opportunity: $1.4M (9%) - This Investment
Investment Highlights
  • Fixed 10% per annum return secured by registered caveat over premium Northern Rivers dairy property
  • Below-market acquisition at $7,000 per acre with immediate appreciation potential to $10,000+ per acre
  • Experienced operators with proven track record including top 10% recognition amongst New Zealand dairy farmers
  • Established customer relationship with Lactalis Australia, the highest-paying milk processor in the region
  • Interest-only payments for first 12 months, optimising cash flow management
  • Secured investment through registered caveat (second position after primary lender)
IMPORTANT NOTICES
Investment Risk Disclosure
This investment opportunity is exclusively available to wholesale and sophisticated investors who understand that all investments carry inherent risks. While the operators will utilise their extensive industry experience and security arrangements to protect investor capital and deliver returns, investors should be aware they may lose part or all of their invested capital.
Agricultural Sector Volatility
Including climate variability, disease outbreaks, and market fluctuations.
Interest Rate Movements
Affecting financing costs and overall profitability.
Commodity Price Fluctuations
Impact on milk pricing and revenue generation.
Operational Challenges
Despite experienced management, unexpected issues may arise.
Property Valuation Changes
Fluctuations in real estate market values.
Regulatory and Compliance Risks
Potential changes in regulations affecting operations.
Homeleigh Dairies Pty Ltd and its directors make no guarantee regarding rate of return, repayment of investment, or successful achievement of planned objectives. Prospective investors should carefully consider their financial circumstances and seek independent professional advice before making any investment decision.
CONFIDENTIALITY AGREEMENT
PURPOSE OF THE DOCUMENT
Wayne Dodge in the capacity of the manager and director of Homeleigh Dairies Pty Ltd ABN 98 263 852 699 has decided to seek investors for the business Homeleigh Dairies Pty Ltd and has requested that Allbiz Deal Room Pty Ltd (ABN 56 630 339 150) serve as the process's communication medium.
Confidential Information
This confidential information memorandum ("Memorandum") has been prepared for selected parties with a preliminary understanding of the business of Homeleigh Dairies Pty Ltd and to assist the recipient of the memorandum ("Recipient") in making their own independent appraisal of Homeleigh Dairies Pty Ltd before making any investment.
Disclaimer
The memorandum does not purport to be complete or contain all of the information that a prospective investor may require. No representation or warranty is made (or will be made in any investment agreement) as to the accuracy, reliability, or completeness of any information contained in this memorandum for Homeleigh Dairies Pty Ltd , or the directors or shareholders of Homeleigh Dairies Pty Ltd , the consultant Matthew Holland, or Allbiz Deal Room (ABN 56 630 339 150).
Confidentiality Agreement
The Recipient agrees by receiving this memorandum that it shall not copy, reproduce, or distribute to others this Memorandum, whether in whole or in part, without the prior written consent of Homeleigh Dairies Pty Ltd . Further, the recipient of this memorandum will keep permanently confidential all information contained herein that is not already public and will use this memorandum only for assessing Homeleigh Dairies Pty Ltd . On request, the recipient will promptly return all material received from the Homeleigh Dairies Pty Ltd , the directors, and Allbiz Deal Room, including this memorandum, without retaining copies.
Projections and Currency
All projections in this memorandum have been prepared by Homeleigh Dairies Pty Ltd ,or their accountants for inclusion in this memorandum. Any past or projected profit assumptions are examples only; they do not constitute, and should not be regarded as, a representation that the projected results will actually be achieved or that the underlying assumptions are valid or can be met under new management. The projections are subject to uncertainties and contingencies, all of which are difficult to predict and many of which are beyond the control of Homeleigh Dairies Pty Ltd . Allbiz Deal Room and the consultant, Matthew Holland have not independently verified the projections. All currency amounts are expressed in Australian dollars unless otherwise stated.
Contact Information
All inquiries in connection with this investment process in general should be directed to the listing owner, who is representing themselves in the transaction. All contact between the directors and employees of Homeleigh Dairies Pty Ltd and prospective investors will be arranged by the seller named in this document. Under no circumstances should prospective investors/investors contact staff or employees of Homeleigh Dairies Pty Ltd .
IMPORTANT NOTICE
Information Disclaimer
The information contained in this information memorandum and any other verbal or written information given in respect of Homeleigh Dairies Pty Ltd ("Information") is provided to the recipient ("you") on the following conditions. The listing consultant, Matthew Holland nor Allbiz Deal Room (ABN 56 630 339 150) or any of its officers, employees, or consultants ("we, us") make no representation, warranty, or guarantee that the information, whether or not in writing, is complete, accurate, or balanced. Some information has been obtained from third parties and has not been independently verified. Accordingly, no warranty, representation, or undertaking, whether express or implied, is made, and no responsibility is accepted by us as to the accuracy of any part of this or any further information supplied by or on our behalf, whether orally or in writing.
Investment Considerations
All visual images (including but not limited to plans, photographs, specific productions, and artist impressions) are indicative only and are subject to change. Any measurement noted is indicative and not to scale. All outlines on photographs are indicative only. The information does not constitute, and should not be considered as, a recommendation in relation to the investment in the business or property or a solicitation of the investment. You should satisfy yourself as to the accuracy and completeness of the information through your own inspections, surveys, enquiries, and searches by your own independent consultants, and we recommend that you obtain independent legal, financial, and taxation advice. This includes as to whether any listing price is inclusive or exclusive of GST.
Valuation and Responsibility
We are not valuers and make no comment as to the value of the business or property. "Sold/leased" designations show only that stock is "currently not available," not that the business or property is contracted or settled. If you require a valuation, we recommend that you obtain advice from a registered valuer. This memorandum does not and will not form part of agreement for the business or property. The only information, representations, and warranties upon which you will be entitled to rely will be as expressly set out in the term sheet. Interested parties will be responsible for meeting their own costs of participating in the investment process for the business or property.
Liability and Authorisation
We will not be liable to you (to the full extent permitted by law) for any liabilities, costs, or expenses incurred in connection with the information, whether the loss or damage arises in connection with any negligence, default, or lack of care on our part. No person is authorised to give information other than the information in this document and any statement or representation by an officer, agent, supplier, customer, relative, or employee of the vendor will not be binding on the vendor or us. To the extent that any of the above paragraphs may be construed as being a contravention of any law of the state or the Commonwealth, such paragraphs should be read down, severed, or both, as the case may require, and the remaining paragraphs shall continue to have full force and effect.
CONDITIONS OF ISSUE
Acceptance and Return
This memorandum is supplied on the following conditions, which are expressly accepted and agreed to by the recipient in part as consideration for the supply of the memorandum, as evidenced by the recipient's retention of this document. If these conditions are not acceptable, the memorandum is to be returned.
Independent Evaluation
This memorandum does not purport to contain all of the information that may be required to evaluate an investment in Homeleigh Dairies Pty Ltd, intending investors and their respective advisors should conduct their own independent review, investigation, and analysis of the business listing and the information contained in or referred to in this document.
No Representations or Warranties
Neither the director(s), the company, the consultant, nor the partners and employees of the consultant, nor their respective subsidiaries or associated companies or businesses, shareholders, directors, partners, or offices (collectively the "Beneficiaries"), make any representation or warranty, express or implied, as to the accuracy, reliability, or completeness of the information contained in this memorandum or subsequently provided to the recipient by any of the beneficiaries.
Liability Exclusion
Except to the extent that liability under any law cannot be excluded, the beneficiaries shall have no liability arising in relation to the information contained in this memorandum or in any other way for errors or omissions (including liability to any person by reason of negligence).
Estimates and Projections
The estimates and projections in this memorandum rely heavily on subjective analysis and judgement, which may or may not be accurate. There are typically discrepancies between forecasts and actual outcomes, and events frequently deviate from expectations.
Independent Review
The recipient, any intending investors, and their respective advisors should conduct their own independent review of the assumptions, calculations, and accounting policies underlying the estimates and projections. The beneficiaries may update or supplement this information at their sole discretion and without any obligation to do so. The provision of any additional information is subject to these terms and conditions.
Non-Binding Nature
This Memorandum, including any update or supplement to this document, does not and will not form part of any term sheet or investment agreement that may result from the review, investigations, and analysis of the company by the recipient, intending investors, and/or their respective
Formal Agreement
The formal investment agreement or term sheet will also contain an acknowledgement by the recipient that it has not relied on any representations or warranties by any of the beneficiaries in entering into the agreement other than any representations and warranties set out in the agreement itself.
Right to Reject
The company reserves the right to evaluate any offers and to reject any and all offers submitted without giving reasons. The beneficiaries shall not be liable to compensate the recipient or any intending investors for any costs or expenses incurred in reviewing, investigating, or analysing any information in relation to the company, whether in making an offer or otherwise. The information in this memorandum is provided to the recipient only as a matter of It does not amount to a recommendation, either expressly or impliedly, with respect to the purchase of the company.
Appropriateness and Expert Advice
The information in this memorandum may not be appropriate for all persons, and it is not possible for the beneficiaries to have regard to the investment objectives, financial situation, and particular needs of each person who reads or uses the information in this memorandum. Before acting in reliance on the information in this memorandum, the recipient should check its accuracy, reliability, and completeness and obtain independent and specific advice from appropriate experts.
EXECUTIVE SUMMARY
Premium Property Acquisition with Proven Operators
Homeleigh Dairies presents a strategic investment opportunity combining below-market property acquisition with experienced operational management. The investment enables completion of a premium dairy farm purchase at $7,000 per acre, significantly below current market valuations of $10,000+ per acre for operational dairy properties.
Key Value Drivers:
  • Immediate equity creation through below-market acquisition pricing
  • Conversion from hay production to higher-value dairy operations already underway
  • Established infrastructure reducing capital requirements
  • Premium customer relationship ensuring superior milk pricing
Financing Partnership Structure
Primary Lender: Thera Capital Management (AFSL 527076) provides $2.4M primary loan facility for property acquisition, representing 60% of total project value.
Operator Investment: Wayne and Helen Dodge contribute $1.24M comprising:
  • 158 milking cows plus replacement stock valued at $523,700
  • Modern dairy plant and equipment valued at $280,000
  • Agricultural machinery including tractors and specialised equipment valued at $270,000
  • Infrastructure improvements and operational assets valued at $166,000
  • Four decades of operational expertise and industry relationships
Wholesale Investment: $1.4M secondary financing to bridge the gap between primary lending and total acquisition cost, secured by registered caveat and generating fixed 10% returns.
Market Position and Customer Relationship
Our exclusive long-term supply relationship with Lactalis Australia provides exceptional pricing stability and premium returns significantly exceeding industry averages. Lactalis operates extensive manufacturing facilities producing diverse dairy products under premium brands including President, Oak, Vaalia, Pauls, Breaka, Lemnos, Galbani, and Real Coffee Ice Break.
Current industry conditions show Lactalis offering the most competitive milk pricing in Australasia, with projections indicating continued price leadership. This positioning provides investors with confidence in sustainable revenue generation and growth potential.
BUSINESS OVERVIEW
Company History and Milestones
1
1984-2001: New Zealand Excellence
Wayne and Helen Dodge established their reputation in New Zealand, achieving top 10% recognition amongst dairy farmers before being specifically recruited by Australian dairy employment agencies.
2
2001-2009: Australian Establishment
Transition to Australian operations, quickly establishing themselves as industry leaders in the Northern Rivers region.
3
2009-Present: Partnership Formation
Formal establishment of Homeleigh Dairies partnership, emphasising sustainable family enterprise farming with a philosophy of "farming with heart." Key achievements include successfully navigating the 2019-20 drought, devastating bushfires, and unprecedented Northern Rivers floods of 2021-2022.
4
2025: Strategic Acquisition
Property acquisition represents the culmination of years of strategic planning and financial discipline, positioning for long-term security and succession planning.
Meet the Management Team
Wayne and Helen Dodge - Founding Partners and Operators
Wayne and Helen bring four decades of combined dairy farming expertise across New Zealand and Australia. Their partnership forms the foundation of operational success through:
Professional Qualifications:
  • Current industry certifications and ongoing professional development
  • Proven track record of superior herd management and operational efficiency
  • Recognition amongst top 10% of New Zealand dairy farmers
  • Specific recruitment by Australian dairy employment agencies
Operational Expertise:
  • Hands-on approach combining traditional farming wisdom with modern sustainable practices
  • Consistently superior herd management resulting in premium milk quality
  • Established relationships with industry leaders and suppliers
  • Proven resilience through major climate events and industry challenges
Succession Planning:
Structured approach includes two generations of family members currently undergoing comprehensive training. The eldest grandchild has established a five-year goal to purchase the milking herd and enter share-farming arrangements, demonstrating generational commitment valued by investors.
PROPERTY AND OPERATIONS
Property Details
Location: 119 Duck Creek Road, Old Bonalbo, NSW 2469
Land Area: Approximately 411 acres of premium Northern Rivers dairy country
Current Valuation: Contracted at $7,000 per acre ($2.38M total)
Post-Development Valuation: Projected $10,000+ per acre ($3.4M+ total)
Infrastructure and Assets
Updated Infrastructure:
  • Modern dairy facility with automated milking systems
  • Feed storage and handling facilities
  • Stock yards and handling equipment
  • Irrigation systems and water storage
  • Fencing and livestock management systems
Included Equipment and Livestock (Operator Contribution - $1.24M):
Production Capacity and Market
Current Production Metrics:
  • Milking herd: 158 cows
  • Expected annual production: Conservative initial projections with significant upside
  • Quality standards: Premium grade meeting Lactalis requirements
  • Expansion potential: Support block enables increased herd size
Customer Relationship: Exclusive long-term supply agreement with Lactalis Australia ensures:
  • Premium pricing above industry averages
  • Guaranteed offtake and predictable revenue streams
  • Market leadership positioning for sustainable returns
  • Quality bonuses for superior milk composition
FINANCIAL STRUCTURE
Investment Terms
Investment Amount: AUD $1,400,000
Return: 10% per annum (fixed)
Security: Registered caveat over property (second position)
Payment Terms: Interest-only for 12 months, then principal and interest repayments
Term: To be agreed in consultation with investors
Use of Investor Capital
Property Acquisition Completion (85% - $1,190,000): Primary allocation completes the land purchase at contracted $7,000 per acre, significantly below current market valuations. Combined with Thera's primary financing, this enables full property acquisition whilst providing immediate equity advantage.
Infrastructure Development (10% - $140,000): Essential improvements including pasture renovation, facility upgrades, and operational enhancements. These improvements increase property valuation towards projected $10,000 per acre whilst optimising operational efficiency.
Working Capital Reserve (5% - $70,000): Reserve for initial operational requirements including stock purchases, feed supplies, and operational expenses during establishment phase, ensuring smooth transition and immediate production capability.
Security Structure
First Position
Thera Capital Management (AFSL 527076)
  • Primary loan facility: $2.4M
  • First mortgage over property
  • Professional lending institution with appropriate licensing
Second Position
Wholesale Investors
  • Registered caveat: $1.4M
  • Legal security over property
  • Professional legal documentation and registration
Financial Projections
Conservative initial projections provide substantial upside potential as full operational capacity is achieved. Detailed financial modelling available to serious investors during due diligence process.
Revenue Drivers:
  • Premium milk pricing through Lactalis relationship
  • Immediate production from established herd
  • Efficiency improvements through infrastructure development
  • Expansion potential through support block development
RISK ANALYSIS
Investment Risks
Agricultural Sector Risks
  • Climate variability including droughts, floods, and seasonal variations
  • Disease outbreaks affecting livestock health and productivity
  • Feed cost fluctuations impacting operational margins
  • Regulatory changes affecting industry operations
Market and Economic Risks
  • Interest rate volatility affecting financing costs
  • Milk price fluctuations despite premium customer relationship
  • Industry consolidation potentially affecting competitive position
  • Economic downturns impacting consumer demand
Operational Risks
  • Key person dependency on experienced operators
  • Equipment breakdown or infrastructure damage
  • Labour availability and cost pressures
  • Environmental compliance requirements
Risk Mitigation Strategies
Security Measures
  • Registered caveat providing legal security over premium property
  • Conservative loan-to-value ratios protecting capital
  • Established infrastructure reducing operational risks
  • Comprehensive insurance coverage protecting assets
Operational Safeguards
  • Experienced operators with 40-year proven track record
  • Diversified customer base through Lactalis's multiple product lines
  • Conservative initial projections providing upside potential
  • Succession planning ensuring operational continuity
Market Protection
  • Premium customer relationship with market-leading processor
  • Location in high-value dairy region with strong fundamentals
  • Below-market acquisition providing immediate equity buffer
  • Expansion potential enabling growth and scale benefits
GROWTH OPPORTUNITIES
Development Roadmap
Year One: Acquisition and Optimisation
  • Complete property acquisition and legal transfers
  • Implement immediate operational improvements
  • Establish baseline production with existing infrastructure
  • Commence infrastructure enhancement program
Years Two-Three: Expansion and Development
  • Support block development increasing carrying capacity
  • Planned herd expansion aligned with improved facilities
  • Systematic pasture improvement and irrigation enhancement
  • Operational efficiency improvements and cost optimisation
Long-term: Capital Appreciation and Succession
  • Property appreciation in designated 'fringe area' with expected dramatic value increases
  • Urban expansion and infrastructure development supporting growth trajectory
  • Succession opportunities with next generation family involvement
  • Multiple exit strategies including operational sale or capital realisation
Market Opportunities
Industry Trends:
  • Australian dairy industry experiencing unprecedented pricing strength
  • Continued growth projections supported by export demand
  • Premium product demand driving superior returns
  • Consolidation trends favouring well-capitalised operations
Location Advantages:
  • Northern Rivers region recognised as premium dairy country
  • Infrastructure development increasing land values
  • Proximity to processing facilities reducing transport costs
  • Climate and soil conditions supporting sustainable production
INVESTMENT PROCESS GUIDE
Expression of Interest
Initial Requirements:
  • Completed expression of interest form
  • Evidence of wholesale/sophisticated investor status
  • Preliminary investment amount and term preferences
  • Contact details for professional advisers
Due Diligence Process
Financial Review:
  • Detailed financial projections and assumptions
  • Historical performance data where available
  • Cash flow analysis and sensitivity testing
  • Independent valuation verification
Legal and Compliance Review:
  • Corporate documentation verification
  • Contract and agreement review
  • Regulatory compliance assessment
  • Security documentation preparation
Operational Assessment:
  • Property inspection arrangements
  • Herd and equipment verification
  • Infrastructure condition assessment
  • Management capability evaluation
Final Documentation
Investment Agreement:
  • Comprehensive terms and conditions
  • Rights and obligations specification
  • Reporting and governance arrangements
  • Security registration procedures
Settlement Process:
  • Funds transfer to solicitor's trust account
  • Security documentation execution
  • Property registration completion
  • Investment commencement confirmation
PROFESSIONAL ADVISERS
Primary Financing Partner
Thera Capital Management
ABN: 29 618 154 215
AFSL: 527076
Role: Primary loan facility provider ($2.4M)
Legal and Accounting
Professional legal and accounting references available upon request. All parties strongly encouraged to engage independent professional advice throughout the investment process.
Communication and Coordination
Allbiz Deal Room Pty Ltd
ABN: 56 630 339 150
Role: Communication facilitation and process coordination
CONTACT INFORMATION
Primary Contact
Wayne Dodge
Director, Homeleigh Dairies Pty Ltd
Mobile: +61 427 344 458
Email: [email protected]
Company Details
Homeleigh Dairies Pty Ltd
ABN: 98 263 852 699
Property Address: 119 Duck Creek Road, Old Bonalbo, NSW 2469
Investment Enquiries
All investment enquiries should be directed to Wayne Dodge in the first instance. Professional adviser contact details will be provided to qualified investors during the due diligence process.
ACKNOWLEDGEMENTS
We extend sincere gratitude to prospective investors who recognise the value of sustainable dairy farming and family enterprise. Your consideration of our investment opportunity supports not only financial returns but also the continuation of responsible land stewardship and quality food production in regional Australia.
Special thanks to our industry partners, Lactalis Australia for their ongoing commercial relationship, and the Northern Rivers community for their continued support through challenging times.
We look forward to welcoming you as partners in our journey towards sustainable dairy farming excellence.
Wayne and Helen Dodge
Founding Partners
Homeleigh Dairies Pty Ltd
DISCLAIMER

This memorandum may contain forward-looking statements and projections. Past performance does not guarantee future results. All investments carry risk, and potential investors should seek independent financial advice before making investment decisions.
Due Diligence
We encourage all potential investors to conduct thorough due diligence and seek professional financial advice before making any investment decisions.
Partnership Approach
We view our investors as long-term partners in sustainable dairy farming and are committed to transparent communication throughout the investment period.
Risk Management
While we have extensive experience navigating industry challenges, all agricultural investments carry inherent risks that should be carefully considered.