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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.
Read through our Product Disclosure Statement and complete the application.
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.
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.
Submit your application form, along with evidence of both your identity and payment, to the Norfolk Mortgage Trust bank account provided via postal mail or email.
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 2023
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 Mortgage Trust 2023
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