Our Team - First Mortgage Trust

Meet our Investor Relationship Team

Our knowledgeable investment team is only a phone call away – each team member has been chosen for their extensive experience, ‘can-do’ attitude and fantastic customer service.

Alongside this goes a deep respect for the hard work that goes into the accumulation of savings and the duty of care that’s required to give you peace of mind investment outcomes.

Our team will never take your trust for granted.

Please feel free to contact us at 0800 321 113 or complete our contact form at the bottom of the page and we will be in contact soon.

Investment Team

Sam Burgess

Chief Investment Officer

Darryn Screech

Key Account Manager

Charlie Oscroft

Investment Relationship Manager

027 544 5510

Deborah O’Connor

Investment Relationship Manager

027 544 0313

Chantell Van Wyk

Key Account Manager

Jane Swainson

Senior Investment Administrator

Mindy Kaur

Investment Administrator

Renee MacLeod

Investment Administrator

Cheree Methven

Investment Administrator

Chantelle Thorn

Investment Administrator

Sophie Vincent

Investment Administrator

Get in touch

Fill in the form below and one of our team will be in contact with you shortly.

Download FMT Lending Pack

Download FMT Investor Pack

First Name*

Last Name*

Email address*

Phone number*

Which fund are you interested in?*

Region*

How did you hear about us?*

Do you want to subscribe to the FMT Quarterly Newsletter?

By providing your email, you agree to receive an investment pack and further emails containing information about investing with FMT.
Your contact details will only be used for this purpose, and you can unsubscribe at any time.

Request Physical FMT Investor Pack

Fill out the form below and our team will post you out an investment pack as soon as possible.

First Name*

Last Name*

Email address*

Phone number

Which fund are you interested in?

Region*

Your physical address* (We cannot courier to P.O Boxes)

How did you hear about us?*

Do you want to subscribe to the FMT Quarterly Newsletter?

Request a Call-back

Youth Sponsorship Application

First Name

Last Name

Email address

Phone number

Date of Birth

Where do you live

Postal Address

Which type of fund is right for me?

Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

Are you investing as an individual or trust?

An individual A trust

Other investor types should seek professional tax advice.

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Individual

Is your tax return completed by a tax adviser or accountant?

Yes No

Can you reasonably estimate your own annual income?

Yes No

What is your total income from all sources (including PIE income)?

< 48k 48-70k 70-119k > 119k

YOUR RESULTS

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Trust

Do you distribute all annual income to beneficiaries?

Yes Some income is distributed No distribution

Do all Trusts beneficiaries earn more than $48K from all sources (including PIE income)?

Yes No

YOUR RESULTS

Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.