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Our focus is on carefully evaluating each borrower’s financial position to ensure that they receive the best possible mortgage options and rates, while also providing investors with a diversified and actively managed portfolio of property-based securities.
Loaning over $43 Million to real estate borrowers across diversified sectors, secured by assets worth over $100 Million.
Total mortgage assets & total property assets at the Trust portfolio level. Each mortgage is managed by the Trust & secured by specific 1st mortgage property.
40%
Investors
with us for
10+ years
17%
Growth
in our investor
base during 2022
Our property fund offers monthly returns, with a diversified portfolio of property-backed assets. Our experienced team carefully selects investment opportunities to minimise risk and actively manages them to maximise cash flows for our investors. Investing in Norfolk Mortgage Trust’s property fund is an excellent option for those seeking to invest in the property market with minimal effort.
Monthly Returns and Affordable Entry Cost
Norfolk Mortgage Trust is an affordable option for diversifying your investment portfolio, with monthly returns, a minimum investment of $5,000 & no entry or exit fees.
Our strong emphasis on professional management, diversification, and personalised service has made us a trusted partner for investors looking for exposure in the property market.
7.25%
Pre-Tax
Return
7.25%
Pre-Tax
Return
Annualised for month ending 29 February 2024.
Invest $10,000 and see your final value after a month, calculated with our current unit price, return and the max tax rate of 28%. Simple, clear, and direct – know exactly what your investment gets.
With your monthly returns, you decide: the funds can be transferred to your bank for monthly income or they can be reinvested to keep your investment’s growing.
Interest rate is annualised and interest is calculated daily. This calculation assumes that the investor has been invested for the entire month.
| Investment | $10,000.00 |
| Unit Price | $0.9716 |
| Current Return (Feb. 2024) | 7.25% p.a |
| Gross Interest return | $61.58 |
| PIE Tax at 28% | $17.24 |
| Net Investment | $10,044.33 |
“Thanks to Norfolk Mortgage Trust, I can invest in real estate without the hassle of owning and managing properties. Their service is top-notch, and I appreciate the peace of mind they offer.”
– Carlene H, Auckland
“Knowing that their $43M investment is backed by a $100M security ratio gives me confidence. I can trust Norfolk Mortgage Trust with my hard-earned money.”
– Brooke C, Auckland
“The personalised service from Norfolk Mortgage Trust is exceptional. They genuinely care about my investment goals and make me feel valued as an investor.”
– Charles D, Levin
A couple, having recently sold their farm and settled into their dream retirement home, sought a steady income for their golden years. Choosing Norfolk Mortgage Trust, their investment is tailored to yield a consistent monthly income, for a more comfortable retirement.
With a diverse portfolio, our investor aimed to expand their wealth horizon. Opting for Norfolk, they harnessed the power of strategically compounding monthly returns. Their focus is on long-term wealth growth rather than immediate income needs.
Our investor, driven by the desire to secure a prosperous future for their grandchildren, established dedicated accounts. Though in their name, these accounts are earmarked for the grandchildren's nest egg. Monthly growth, fuelled by reinvested returns, paints a promising financial legacy.
Armed with savings from jobs and family gifts, our forward-thinking investor chose Norfolk for their investment journey. Opting for reinvestment, the plan is clear - grow the investment steadily, paving the way for a future home deposit. Investing today for tomorrow's dreams.
We take pride in our highly personalised service for both investors and borrowers. We work closely with our borrowers to ensure you receive the best possible mortgage options and rates, and we actively manage our investors’ portfolios to provide you with a diversified and stable exposure to the property market.
Our relationship-first approach means we prioritise transparency, communication, and personalised service. Our team, including our CEO, are always available to address any questions or concerns you may have.
With a minimum investment of only $5,000 and no entry or exit fees, it’s easy to start your journey with us.
Investors typically start their journey with Norfolk by investing $10,000 – $30,000. As they see the monthly returns come in, they grow their investment over time.
With our focus on diversification and transparency, investors can have confidence in the stability of their investment and see their money working harder for them.
Download our investment guide today and get the knowledge you need to make an informed investment decision and move closer to achieving your financial goals.
Units in the Norfolk Mortgage Trust are issued by the Trust’s manager, Norfolk Mortgage Management Limited. Download the Product Disclosure Statement (PDS) on our website, visit our office for a hard copy, or email us at invest@norfolktrust.co.nz to request one.
Suite D, Level 1, 7 Windsor Street
Parnell, Auckland 1052
All right reserved © Norfolk 2024
Units in the Norfolk Mortgage Trust are issued by the Trust’s manager, Norfolk Mortgage Management Limited. Download the Product Disclosure Statement (PDS) on our website, visit our office for a hard copy, or email us at invest@norfolktrust.co.nz to request one.
All rights reserved © Norfolk Mortgage Trust 2024
Suite D, Level 1, 7 Windsor Street
Parnell, Auckland 1052
Suite D, Level 1, 7 Windsor Street
Parnell, Auckland 1052
Units in the Norfolk Mortgage Trust are issued by the Trust’s manager, Norfolk Mortgage Management Limited. Download the Product Disclosure Statement (PDS) on our website, visit our office for a hard copy, or email us at invest@norfolktrust.co.nz to request one.
All right reserved © Norfolk 2023