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

A message from our CEO, Paul Bendall

We are proud to share with you our new logo and brand

Why rebrand?

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.

Trusted to help New Zealanders grow their wealth

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.

Investing in New Zealand since 1996

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.

Regards

Paul Bendall

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, plus we profile new team members at FMT.

Read our latest newsletter

Download FMT Lending Pack

    Download FMT Investor Pack

      Request Physical FMT Investor Pack

        Request a Call-back

          Request a Call-back

            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.
              Back

              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

              Back

              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.