How To Invest

Founded in 2006

Four 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.

How to invest with Norfolk Mortgage Trust


Complete the application

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


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.


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.


Send everything in

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 the Investment Guide

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.

Download the Investment Guide