Contact us

We know that our personal approach is important to our clients, our team is available over phone or through email.

Our opening hours are Mon – Fri 8:30am – 5:00pm.

In person appointments are between 9:00am – 4:00pm.

Head Office

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.

Get in touch

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

    We’re here to help

    Request a call-back from our Investment team

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

    Request a call-back
    Need more information?

    Request an FMT 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.

    Download Pack Request Physical Pack

    Download FMT Lending Pack

      Download FMT Investor Pack

        Request Physical FMT Investor Pack

          Request a Call-back

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              Youth Sponsorship Application

                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?
                Back

                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)?


                YOUR RESULTS

                Contact Us Download PDS

                Back

                Trust

                Do you distribute all annual income to beneficiaries?


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

                YOUR RESULTS

                Contact Us Download PDS

                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.