Book your ticket to one of our Investor Meetings today. Book now.

Investor Meetings

These meetings are a fantastic opportunity to hear how FMT has been performing this year and to learn more about our plans for the future. They are open to both current and prospective investors.

Book your tickets through the links below.

 
Katikati – SOLD OUT – Wednesday 21 October

9am doors open, 9.30am presentations begin

Fairview Golf Club | 34 Sharp Road

 
Christchurch – Wednesday 28 October

12pm doors open, 12.30pm presentations begin

The George Hotel | 50 Park Terrace

Book your tickets

 
Auckland Remuera – Wednesday 4 November

12pm doors open, 12.30pm presentations begin

Remuera Golf Club | 120 Abbotts Way

Book your tickets

 
Auckland Northshore – Thursday 5 November

5pm doors open, 5.30pm presentations begin

Northshore Golf Club | 51 Appleby Road

Book your tickets

 
Hamilton – Tuesday 17 November

5pm doors open, 5.30pm presentations begin

Claudelands Event Centre, Heaphy Room | Cnr of Brooklyn Road and Heaphy Terrace

Book your tickets

 
Te Awamutu – Thursday 19 November

11am doors open, 11.30am presentations begin

Te Awamutu Bible Chapel | 110 Chapel Drive

Book your tickets

 
Tauranga Baypark – Tuesday 24 November

9am doors open, 9.30am presentations begin

Mercury Baypark Arena, The Lion Foundation Centre | 81 Truman Lane

Book your tickets

 
Tauranga Power Boat and Yacht Club – SOLD OUT – Wednesday 25 November

5pm doors open, 5.30pm presentations begin

Tauranga Power Boat and Yacht Club | 90 Keith Allen Drive

Watch Videos from the Tauranga Investor Meeting 2025

We filmed our Tauranga investor meeting, where Sam Burgess, Chief Investment Officer, and Michael Smith provided investors with an update on the fund’s performance over the past year.

Watch videos

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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?
              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

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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

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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.