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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.


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Complete the form below and we’ll get back to you as soon as possible.

    Ready to invest with us?

    1. If you want to talk to us

    Phone or email 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.

    Open an account

    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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    We’re here to help

    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

    Download FMT Lending Pack

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              Youth Sponsorship Application

                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?
                Other investor types should seek professional tax advice.


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

                Can you reasonably estimate your own annual income?

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

                YOUR RESULTS

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                Do you distribute all annual income to beneficiaries?

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

                YOUR RESULTS

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                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.