Four simple steps to start securing your future

With a mortgage fund, your money grows with the security of real estate, without the hassles of being a landlord. 

That means your money is secure in a sound portfolio investment, overseen by property experts. You'll see regular returns, with distributions paid each month. And with no entry or exit fees and a minimum initial investment of only $5,000, it's easy to get started. 

​Here's how it works.

Step 1
​Complete the application

​Read through our Product Disclosure Statement and complete the application.

Step 2
Work out your Prescribed Investor Rate

The PIR is a rate used to work out the tax you'll pay on income from your investment and comes with different rules to other income tax rates. Use our guide to help you calculate your PIR. 

Step 3
Make a deposit

You transfer money into the Trust account, which is controlled by Covenant, not the manager. You'll find the account number on the application form. You can send in your documents and make the transfer yourself or get in touch to confirm any details and get help with this process.

Step 4
Send everything in

Send your completed application form, with proof of your identity and of your payment into the Norfolk Mortgage Trust bank account to:

Norfolk Mortgage Management Limited
​PO Box 37341
Parnell 
Auckland 1151

or

info@norfolktrust.co.nz

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