How To Invest

Founded in 2006

Simple steps to start investing

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.

01

Complete the application

Read through our product disclosure statement before completing the attached application form, or click here to apply online.

02

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.

03

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.

Ready to Invest?

You can apply online in less than 5 minutes. You need to be over 18 and have your IRD number. We’ll guide you through every step of the process.

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.

Disclaimer

The information, calculations, and opinions provided on this website are based on sources deemed reliable. However, Norfolk Mortgage Management Limited, including its officers and directors, does not guarantee their accuracy or completeness. We strongly recommend seeking professional investment advice before making any investment decisions.