TEAM DAY: Our team is away from the office on Thursday 18 April, and we will be back in the office on Friday 19 April. Please feel free to phone and leave us a message on 0800 321 113 or email us at [email protected]

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

    Download FMT Lending Pack

      Download FMT Investor Pack

        Request Physical FMT Investor Pack

          Request a Call-back

            Request a Call-back

              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?
                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.