CHRISTMAS HOURS: Our offices will be closed on Friday 22 December and reopen on Monday 8 January. WITHDRAWAL INFO: Please click on the link for more information on withdrawals during December and January. Withdrawal Dates
Our previous brand has done us proud over the last 25 years, but as we grow and with a key focus of ours to improve our online offering to clients the time was right to give our brand and logo a refresh.
Our new brand has been chosen to reflect the importance of our personal approach, and it signals growth, partnerships and forward thinking as we look forward to the future.
We have also made improvements to our website. The website now holds more information for clients and provides us with the opportunity to easily add new features, and it will enable a number of the technology projects we are working on to be easily implemented.
Our look might have changed but I can assure you our values of investor first and a personal approach to all clients will never change.
They have been integral to our history and growth – and they are part of what makes FMT special and also why we are trusted by our clients.
We’re a successful Kiwi owned business built on solid values and we’re proud to be helping New Zealand and New Zealanders generate wealth.
Our new brand reflects the company we have become – and the promise we make to our clients.
We hope you like the new look and website as much as we do.
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.
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.