Smart, safe, flexible investment
Property-backed, monthly distributions, no entry or exit fees
Invest in the reliability of real estate, without the hassle of property management. With Norfolk Mortgage Trust, you get the best of both worlds - the security of property without the responsibilities that come with being a landlord.
Reduced risk through relationships
Building relationships might not seem like a critical part of managing investments, but we see it as the key to our success. We work with people, not just numbers on a page. Our focus on relationships means we're able to make better decisions about lending, and support people to ensure repayments are made consistently Sound portfolio We use our expertise to ensure security has been reliably valued and the properties are readily saleable. This means if the worst happens, your investment is better protected. Your money is also invested across a diverse portfolio of registered mortgages over residential, commercial and rural properties throughout New Zealand. Smarter tax with PIE Unlike a group investment fund, our top tax rate is only 28%. The Trust pays PIE tax directly to the IRD, so your earnings aren't included in your income tax return. Monthly distributions As an investor with Norfolk, you'll receive your distributions monthly. This gives you a steady income stream, or if you're planning to reinvest the returns, you'll see your dividend income grow faster over time through compounding interest. Flexible investment terms No entry or exit fees and a minimum initial investment of only $5,000 make it easy to begin your journey with us. While we ask for six month's notice to withdraw existing investments, there are no tied investment terms - you can withdraw when it suits you. |
Your money is in safe hands with conservative lending practices, policy for capital preservation and a wealth of experience at all levels of the business.
Get in touch to see if investing with Norfolk is right for you 09 303 1525 or invest@norfolktrust.co.nz |
About Norfolk Mortgage Trust
A licensed FSP, Norfolk has a proven track record built over more than a decade. Our directors bring a wealth of experience in areas such as banking and finance, law and property valuation, development and investment. This ensures that every decision made is in the best interests of our investors.
What is a mortgage fund?
When you invest in a mortgage fund, your money is pooled and lent to borrowers who are looking to secure loans against property. The loans are in the form of mortgages - just like those offered by trading banks. As repayments are made, investors receive their share of this return as regular income distributions.
A licensed FSP, Norfolk has a proven track record built over more than a decade. Our directors bring a wealth of experience in areas such as banking and finance, law and property valuation, development and investment. This ensures that every decision made is in the best interests of our investors.
What is a mortgage fund?
When you invest in a mortgage fund, your money is pooled and lent to borrowers who are looking to secure loans against property. The loans are in the form of mortgages - just like those offered by trading banks. As repayments are made, investors receive their share of this return as regular income distributions.