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27 June 2024

Appointment of Sam Burgess as the Chief Investment Officer

The introduction of this new role highlights FMT’s large and expanding investor base. As we continue to grow, Sam will focus on maintaining and improving our customer service. He will also focus on ensuring our fund is well-diversified, including starting our new Wholesale Fund and exploring other new initiatives.

“One of my key focuses as Chief Investment Officer is ensuring we continue to provide the best customer service while growing and strengthening our fund. I’m keen to bring my experience and understanding of FMT to this role, ensuring we continue to thrive and deliver optimal results for our investors. I’m also looking forward to spending more time with Darryn and the investment team,” says Sam.

Sam brings a wealth of experience to this position, having previously been FMT’s Head of Lending for the last two years. Throughout his tenure as Head of Lending, Sam has developed a thorough understanding of FMT, with a particular focus on FMT’s loan portfolio and ensuring sound risk-return management.

CEO Paul Bendall adds, “Sam’s appointment also fits with our strategy of developing our people so they can take on new roles and further their careers within FMT. Sam has done a great job as Head of Lending, and I have no doubt he will excel in his new role.”

Why invest with us?

We know risk is a major consideration when deciding where to invest.

With FMT our investments are backed by first mortgages over land and buildings. Property-based securities traditionally provide some of the least volatile investments.

In addition, the funds always hold cash investments (liquidity) with New Zealand banks to help ensure cash is available to repay investors when needed.

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