Our Board of Directors

Our highly experienced board of directors provides strong governance and professional leadership to FMT.
Chair

Michael Smith

Michael is a Tauranga based lawyer with an extensive corporate and commercial legal background. He is an experienced company director having served on public company boards in New Zealand and Australia and is currently chairman of Pathlab, Craigs Investment Partners Superannuation Management Limited and is a director of Craigs Custodial Services. He also sits on the NZ Community Trust Regional Advisory Committee for the Bay of Plenty.

Michael became hooked on golf after caddying for Ryder Cup player Peter Oosterhuis at the tender age of 12 and has since had an extensive participation in the sport as a player at senior inter‐club level and as an administrator.

Greig Allison

Greig graduated from Auckland University in 1986 with an economics degree. Following this he commenced his banking career with NZI Bank and subsequently worked for HSBC, Countrywide Bank and Bank of Scotland in London.

On returning to New Zealand he formed CapitalGroup with Phillip Bell in 1996. Since that time he has helped develop CapitalGroup to become one of the leading providers of private capital to the NZ property market.

Greig is married to Deb and has three children. His interests include, fitness, boating, fishing and reading.

Phillip Bell

Phillip commenced his business career in 1983 with roles in commercial banking with Countrywide Bank in Auckland and investment banking with Hill Samuel in London. He has degrees in commerce and law from the University of Auckland.

In 1996, he established CapitalGroup jointly with Greig Allison. CapitalGroup is one of the leading providers of capital to the property sector in New Zealand.

He is married to Treacy and has three adult children. Phillip is a keen sportsman with a particular passion for golf and skiing.

Kylie Boyd

Kylie has over 17 years’ commercial law experience and over 12 years’ governance experience, and has very strong commercial, analytical and risk management skills.

Kylie is based in Tauranga and is a former partner of Sharp Tudhope Lawyers. Kylie has worked with a range of commercial enterprises, both large and small, spanning various industries, including manufacturing, exporting, horticulture, software development and financial services.

Kylie is an experienced director and is currently a director for Craigs Investment Partners Superannuation Management Limited, Custodial Services Limited, and other private companies.

Kylie has a BA, LLB (Hons) from the University of Auckland.

Ian Farrelly

Ian started his career in banking which included 15 years as Head of ASB Rural Banking Division setting it up from scratch and leading it to become one of the major players in the market.

Subsequent to this for the past 12 years he has been a full time director including 10 years as director of Fonterra and the last 12 years as director of First Mortgage Trust.

Ian also owns large scale interests in dairy farming and beef farming.

Craig Haycock

Craig brings over 25 years of experience in leadership, banking, property finance, and funds management.

Craig has held the roles of Executive General Manager – BNZ Partners, Head of Property Finance at BNZ, and General Manager Wealth and Insurance at ASB. He is currently active in delivering large scale residential developments and has been a past owner of a GJ Gardner Construction business.

During his broad career across the NZ and UK markets, Craig has acquired extensive experience across large business and property portfolios, property development, and residential construction. He has an expert knowledge in delivering to multiple stakeholders across the public, private, government, and iwi sectors.

Craig holds a Bachelor of Agricultural Science (Valuation and Farm Management) from Massey, and Post Graduate Diploma in Business (Finance). He is a chartered member of the Institute of Directors, Fellow of FINSIA, and has studied executive leadership at INSEAD.

Craig is married to Kim, and has three teenage children. When not supporting his children’s many interests he spends much of spare time in the Coromandel enjoying watersports.

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              Which fund is right for me?

              Please note, this is just a guide and we recommend you seek professional tax advice.

              Are you investing as an individual or trust?
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              Individual

              Is your Tax Return completed by a Tax Advisor?


              Can you reasonably estimate your own annual income?


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


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              Trust

              Do you distribute all annual income to beneficiaries?


              Do all Trusts beneficiaries earn more than $48K from all sources?

              YOUR RESULTS

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              Disclaimer – The results above are subject to the following assumptions:

              - The investor’s main source of non-investment income is New Zealand superannuation on a non-shared living arrangement. That is taxable income between $14,000 and $48,000.
              - FMT is your main investment and that you wish to have a single investment in FMT.
              - This is a simple guide only. There are alternative strategies which may provide better outcomes. These are on case-by-case basis.

              Should you want to fully canvas your options, we strongly recommend you seek independent advice from your Tax Adviser.