Fund Managers in Tauranga

Tauranga

First Mortgage Trust (FMT) is a Tauranga-based non-bank lender specialising in first mortgage lending, with a track record dating back to 1995 — around 30 years of operation. This directory records funds under management of approximately NZ$2 billion and an investor base of roughly 7,000. The business is a registered financial service provider (FSP31642) and holds NZBN 9429038360961; its manager entity, First Mortgage Managers Limited, is profiled on the FMA's licensed-providers pages. FMT's lending is secured by registered first mortgages over New Zealand property. The vehicle listed on Wholesale Investor is the FMT Wholesale Fund, an evergreen private credit fund open for subscription on an ongoing basis rather than through time-bounded raises. The wholesale fund carries a two-year minimum investment term and sits alongside the manager's retail fund, with a wholesale return margin above the retail fund as described in the manager's materials. Key people recorded in this directory include Paul Bendall (CEO), Andrew Western (CFO), Sam Burgess (Head of Lending), Geoff Newland (Head of Credit) and Matt Tucker (CTO). FMT is not on the NZTE Acceptable Managed Funds list (dated 15 June 2026) for the Active Investor Plus visa. Offers of interests in the FMT Wholesale Fund are made to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1); minimums, rates and terms are set out in the manager's own offer documents.