Please join us at our upcoming

Investor Meetings

We have Investor Meetings coming up in the Waikato and the Bay of Plenty.
These meetings are a fantastic opportunity to hear how FMT has been performing this year and what our plans are for the future. These meetings are open to current and prospective investors.
Each meeting will have a talk from the economist Tony Alexander, as well as presentations from our Leadership Team and Board of Directors, plus refreshments.

Places are limited so if tickets are available, please secure yours early.

Please select how many tickets you need when you complete your registration and bring your tickets with you to the event, these will be used for a prize draw on the day.

Matamata

Matamata Civic Center

Wednesday the 13th of November

Presentations start: 9:30am

Venue: Matamata Civic Center, 11 Tainui Street, Matamata

Guest Speaker: Tony Alexander – Economist

Morning tea will be served at approximately 10:45am

Register Now
Katikati

Fairview Golf & Country Club

Thursday the 21st of November

Presentations start: 9:30am

Venue: Fairview Golf & Country Club, 34 Sharp Road, Aongatete

Morning tea will be served at approximately 10:45am when the presentations conclude

 

Register Now
Tauranga

TYBPC Sulphur Point

SOLD OUT – Tuesday the 19th of November

Presentations start: 6:00pm – doors open from 5:30pm for drinks & nibbles

Venue: Tauranga Yacht & Power Boat Club, 90 Keith Allen Drive, Tauranga

Guest Speaker: Tony Alexander – Economist

Refreshments will be provided from 5:30pm, presentations will conclude at approximately 7:15pm

 

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              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.
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              Individual

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              Can you reasonably estimate your own annual income?


              What is your total income from all sources (including PIE income)?


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              Trust

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              Do all Trusts beneficiaries earn more than $48K from all sources (including PIE income)?

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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.