Meet our experienced Investment Team

Our investment team is only a phone call away. Each team member has been chosen for their knowledge, experience and customer service. Alongside this goes a deep respect for the hard work that goes into the accumulation of savings and the duty of care that’s required for peace of mind investment outcomes.
Contact us about investing

Our investment team can help you

We never take your trust for granted.

Please feel free to contact us via 0800 321 113 or complete our contact form and we will be in contact soon.

Investment Team

Jane Swainson

Senior Investment Administrator

Darryn Screech

Investment Manager

Tracey Garrity

Investment Administrator

Chantell Van Wyk

Investment Administrator

Germaine Davidson

Administration Support / Receptionist

Suzie Partridge

Investment Administrator

Rowena Morgan

Investment Administrator

Get in touch

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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?
                An individual A trust
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                Individual

                Is your Tax Return completed by a Tax Advisor?

                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 Download PDS

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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?

                Yes No
                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.