Our offices are closed for the holidays December 24th - January 6th.

Investment distribution payments for the December quarter will be made on the 31st December 2024.

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We know that our personal approach is important to our clients, our team is available over phone, virtual online meetings or through email.
Our opening hours are Mon – Fri 8:30am – 4:30pm.
Appointments are between 9:00am – 4:00pm.
  0800 321 113
 
 

Holiday Hours

Our team is taking a well-deserved break from the 24th of December 2024 until the 6th of January 2025.

The last date for processing Withdrawals in 2024 is Tuesday 17 December. We will need to receive completed and signed Notices of Withdrawal on or before Friday 13 December 2024.

The next processing date for Withdrawals in 2025 is Thursday 9 January 2025. We will need to receive completed and signed Notices of Withdrawal on or before Tuesday 7 January 2025

Email Us

Please complete the form below and one of our team will be in touch as soon as possible.

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    Ready to invest with us?

    1. If you want to talk to us

    Phone or fill out our contact form to talk to our investment team. We can either set up a meeting in our office, or an online meeting. You can find our contact details at the top of the page.

    2. Download our Investor Pack

    Download our Product Disclosure Statements and complete an Application form. Send it to us and we will be in contact. Click here to Download our Investor Pack.

    3. Request a call-back

    Request a call-back and our team will give you a call back to talk about how we can help you.

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    Start Investing - Get an Investor Pack

    Want to start investing or learn more, request a copy of our Investor Pack. This is available as a digital or physical brochure.

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    Request a call-back from our team

    A member of our Investment Team can give you a call to discuss any questions you might have about investing with First Mortgage Trust.

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    Head Office

    Tauranga

    15 First Avenue, Tauranga 3110

    PO Box 13083, Tauranga 3141

    07 578 0754

    Auckland

    Suite 1, Level 2, 168 Parnell Road, Parnell, Auckland - Entry is at 2 Ruskin Street, Parnell


    0800 321 113

    Wellington

    0800 321 113

    Christchurch

    Level 1, 83 Victoria Street, Christchurch 8013

    0800 321 113

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                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

                Contact Us

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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

                Contact Us

                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.