Increase in scam activity

We’re seeing a rise in scams, including fraudulent emails and phone calls pretending to be from First Mortgage Trust and other trusted organisations.

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What do our investors say?

 

 

From $500 starters to high net-worth individuals, trusts & companies, our investors have benefitted from consistent returns from day one.

We’re here to help New Zealand and New Zealanders generate wealth. We pride ourselves on service, our friendly team is always available to help.

Investing with First Mortgage Trust

We’re an investment fund manager and since 1996 we’ve been helping New Zealanders protect their nest egg and grow their wealth.

We focus on what we know is important to you; consistent returns and steady income-focused funds that are accessible when they’re needed.

Download our Investor Brochure Ready to Invest?
Managing your cash in retirement

Enjoy your Retirement with a Steady Income

At FMT, we understand the need to invest with confidence, with the added flexibility of drawing down your funds as you need them.

That’s why we’ve created our Managing Your Cash in Retirement solution.

This facility allows you to get all of the benefits that come from investing with First Mortgage Trust, together with the ability to access your money as and when you need it.

Learn More

Read our latest newsletter

Each quarter we produce a newsletter with an update from our CEO, Paul Bendall, where he shares our latest quarterly return rate and provides a company update. We also feature insights from renowned economist Tony Alexander and invite other experts to comment on current topics of interest. Regular features include a distribution map profiling our investments by location and type, and information on our loan book.

Read our latest newsletter

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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?
              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.