First Mortgage Trust

First Mortgage Trust We are an investment fund manager, specialising in property finance.

31/01/2026

Youth Sponsorship Applications NOW OPEN!

For over 20 years, our annual sponsorship has helped young Kiwis who are excelling in their chosen field at a national/international level achieve their dreams. We have 2x $8,000 grants and 2x $2,000 grants.

Tell us your story and apply now 🍀

đź”— https://bit.ly/4arHtpN đź”—

FMT is excited to be sponsoring the Queenstown Tennis Open 🎾We are proud to be supporting a premier sporting event that ...
30/01/2026

FMT is excited to be sponsoring the Queenstown Tennis Open 🎾

We are proud to be supporting a premier sporting event that aligns with our commitment to community engagement and excellence!

đź”— fmt.co.nz/sponsorshipđź”—

Our latest pretax annualised return is 5.71%.In an era of economic volatility and market uncertainty, finding investment...
08/01/2026

Our latest pretax annualised return is 5.71%.

In an era of economic volatility and market uncertainty, finding investment opportunities that provide consistent returns can be hard to come by.

FMT has managed to achieve this for 30 years.

We’re super proud to be a sponsor of the FMT Queenstown Open Tournament!
16/12/2025

We’re super proud to be a sponsor of the FMT Queenstown Open Tournament!

Deborah from our investment team recently caught up with the Southern Lotus Car Club at one of their meets. An awesome a...
14/10/2025

Deborah from our investment team recently caught up with the Southern Lotus Car Club at one of their meets. An awesome afternoon and a great chance to connect with some of the members.

It’s still early days in our partnership, but it already feels like a great fit.

Great to partner with you Southern Lotus NZ

Check out some photos from the day below!

Our latest annualised pre-tax return for the 30 September quarter is 6.12%.It’s a result we’re proud of, and it reflects...
10/10/2025

Our latest annualised pre-tax return for the 30 September quarter is 6.12%.

It’s a result we’re proud of, and it reflects the steady, disciplined approach we take to managing and protecting our investors’ capital.

Since we opened our doors nearly 30 years ago, our investors have never lost a cent of capital. That’s something we’re genuinely proud of and a testament to the experience and commitment of our team.

FMT hits new milestone: $2 Billion in Funds Under Management “This is a big moment for us,” said Paul Bendall, CEO. “But...
01/08/2025

FMT hits new milestone: $2 Billion in Funds Under Management

“This is a big moment for us,” said Paul Bendall, CEO.

“But more than the number, we’re proud of how we’ve got here, by being consistent, careful, and focused on people. We started out in the Bay of Plenty in 1996, and while our roots are still there, we’ve continued to grow with offices now in Auckland, Christchurch and Wellington and with investors nationwide.”

Our strongest growth has come from existing investors and borrowers sharing their positive experiences.

“Most of our new investors come to us through word of mouth, from a friend, a family member, or someone they trust,” said Paul.

“That kind of trust is something you earn. It tells us we’re doing things right.”

Learn more: https://fmt.co.nz/2-billion-in-fum/

First Mortgage Managers Limited is the issuer. For copies of our Product Disclosure Statements call 0800 321 113 or visit our website, fmt.co.nz.

29/07/2025

Join us for our upcoming investor meeting in Christchurch on Wednesday the 20th of August at The George Hotel. The presentations will begin at 12:30pm, with afternoon tea served at approximately 1:30pm when the meeting concludes.

There are still a couple of seats available so if you're interested in coming, please book your place as soon as possible.

Our investor 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.

Book your tickets here: https://events.humanitix.com/fmt-christchurch-investor-meeting-2025

28/03/2025

Once a year, the FMT team comes together from across the country to connect, reflect on the past year, and align our goals for the year ahead.

This year we spent the afternoon helping our friends at Save the Kiwi NZ, a charity we’ve proudly sponsored for nearly 5 years. We painted 50 nesting boxes to help in the locating and monitoring of kiwi. This is a valuable tool for Save the Kiwi in their work to grow the kiwi population.

It was a fun and rewarding way to finish a day, and as you can see everyone enjoyed contributing to such an important cause. Save the Kiwi is doing incredible work to protect our national icon, and we’re proud to play a part in their efforts.

First Mortgage Managers Limited is the issuer. For copies of our Product Disclosure Statements call 0800 321 113 or visit our website fmt.co.nz

22/12/2024

Wishing all our valued investors a very Merry Christmas and a Happy New Year!

We've had a great year here at FMT and we hope you can relax this summer knowing your nest egg is in good hands.

Note: Past performance is not a reliable indicator of future performance. First Mortgage Managers Ltd is the issuer. First Mortgage Managers Limited is licensed under the Financial Markets Conduct Act 2013 as a manager of registered schemes and is not a registered bank under the Banking (Prudential Supervision) Act 1989. View Product Disclosure Statements at fmt.co.nz

"As 2024 comes to a close, we’re pleased to share that we’ve delivered a strong annualised pre-tax return of 7.14% for o...
20/12/2024

"As 2024 comes to a close, we’re pleased to share that we’ve delivered a strong annualised pre-tax return of 7.14% for our investors.

While this is a reduction from the previous quarter, it remains a notable achievement. With the average 12-month term deposit rate across major banks now at 4.75%, our return continues to demonstrate a significant premium – highlighting one of the key benefits of our fund."

- Paul Bendall, CEO

Read More: https://fmt.co.nz/a-quarterly-update-from-our-ceo-dec-24/

Note: Past performance is not a reliable indicator of future performance. First Mortgage Managers Ltd is the issuer. First Mortgage Managers Limited is licensed under the Financial Markets Conduct Act 2013 as a manager of registered schemes and is not a registered bank under the Banking (Prudential Supervision) Act 1989. View Product Disclosure Statements at fmt.co.nz

16/12/2024

We often receive positive feedback from our investors, and it makes the whole team proud to know that the service we provide is so appreciated by them.
In a world that is increasingly digital, we strive to maintain the personal touch that our business was founded on almost 30 years ago.
In all that time, we’ve never lost a cent of investor capital. And while past performance is not a reliable indicator of future performance, this is something we’re proud of and we’re committed to maintaining.
To learn more about why over 6,500 kiwis trust us to protect and grow their nest egg, visit our website, or call 0800 321 113.
First Mortgage Managers Ltd is the issuer.
To view our Product Disclosure Statements, visit fmt.co.nz

Address

North Quarter, 45 The Strand
Tauranga
3110

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+64800321113

Website

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