Norfolk Mortgage Trust
First Mortgage Fund based in Auckland, New Zealand
Key Facts
- Provider type
- First Mortgage Fund
- Headquarters
- Auckland, New Zealand
- Established
- 2006 (19 yrs)
- FSP number
- FSP31523 ↗
- NZBN
- 9429035461111 ↗
- Funds listed
- 1
- Website
- www.norfolktrust.co.nz
Last reviewed: 19 May 2026
About Norfolk Mortgage Trust
Norfolk Mortgage Trust is a licensed managed investment scheme offering property-backed securities to New Zealand investors. Founded in 2006, they provide non-bank lending solutions including short-term bridging finance and working capital funding, with investor returns secured against property assets. The fund emphasises a relationship-first approach with transparency and personalised service.
Location
Auckland, New Zealand
Established
2006
19 years track record
Key People (3)
Jack Porus
Chair
Chair
Chair of Norfolk Mortgage Management Limited and Norfolk Financial Management Ltd. Over 9 years in the position with extensive experience in banking, finance, and property.
9 years of experience
Stuart Smith
Executive Director
Executive Director
Executive Director of Norfolk Mortgage Management Limited and Director of Norfolk Financial Management Ltd. Over 9 years in the position.
9 years of experience
Glenys Holden
Chief Executive Officer
CEO
CEO of Norfolk Mortgage Management Limited with over 7 years in the position. Regular judge on the NZ Mortgage Awards panel, known for championing transparency in lending and advice delivery.
7 years of experience
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Quick Info
Frequently Asked Questions
What is Norfolk Mortgage Trust?
Norfolk Mortgage Trust is a licensed managed investment scheme offering property-backed securities to New Zealand investors. Founded in 2006, they provide non-bank lending solutions including short-term bridging finance and working capital funding, with investor returns secured against property assets. The fund emphasises a relationship-first approach with transparency and personalised service.
Where is Norfolk Mortgage Trust based?
Norfolk Mortgage Trust is based in Auckland, New Zealand. New Zealand-domiciled funds are subject to the Financial Markets Conduct Act 2013 (FMCA) and oversight by the Financial Markets Authority (FMA).
Is Norfolk Mortgage Trust registered with the FMA?
Norfolk Mortgage Trust is registered on the FMA's Financial Service Providers Register (FSPR) under FSP31523 and holds NZBN 9429035461111. FSPR registration is a legal requirement for entities providing financial services in New Zealand and does not itself constitute an endorsement. Verify current standing at the FSP register before investing.
How long has Norfolk Mortgage Trust been operating?
Norfolk Mortgage Trust was established in 2006 and has a 19-year track record. Past performance and operational history are not reliable indicators of future returns — review the fund's Information Memorandum and audited financial statements before investing.
How much capital does Norfolk Mortgage Trust manage?
Norfolk Mortgage Trust reports assets under management of approximately NZD $52.0 million as last published. AUM figures are sourced from the manager's own disclosures and may include committed-but-uncalled capital depending on definition — confirm the basis with the manager directly.
What funds does Norfolk Mortgage Trust manage?
Norfolk Mortgage Trust currently lists 1 fund on Wholesale Investor NZ, of which 1 is evergreen (permanently open for subscription rather than time-bounded vintages).