Investor Meetings

Investor Meetings

Our Investor Meetings for 2023 have concluded. We will be planning events for 2024 and will share details on our website and through our newsletters.
Thanks to all those who came along to our events during the year.

Register here to be contacted about future Investor Meetings

Please register your interest if you wish to be notified of any future events. 

Please complete the below form and indicate below which region you are in. If there’s not an event in your specific region please add which town / city you are located in and we will be in contact if there’s an event near you.

    Watch the Investor Meeting video

    FMT Investor Meetings 2023

    We filmed our Tauranga event.  Please click below if you would like to view the presentation.
    Thanks to those that attended and also to our guest speakers Save the Kiwi, Tony Alexander and Lachie Kirk.
    Watch Investor Meetings Videos

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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.