At Peak Living, we're transforming how Kiwis think about retirement Investing. Our fund will not only offer financial returns but a way to help plan for your retirement village living, years before any decision to move in.
Don’t leave your future to chance. The Peak Living Retirement Village PIE funds core objective is to provide an investment that is designed to move with the average unit value in Peak Livings Blenheim Retirement Village.
FINANCE YOUR FUTURE
The intention is that investing In the Fund will help you to hedge your entry price (what you pay to move into a villa or apartment) as a future resident. It also provides an alternative to investing in residential property, including a combination of future distributions from the Fund and potential capital movements, where there is a connection to sunset years living arrangements.
While we would like to see investors who are planning their retirement living options move into Peak Living's Blenheim Retirement Village we also appreciate your investment is yours to use how you please.
THIS IS A PIE FUND
A Portfolio Investment Entity (PIE) fund offers tax efficiency, administrative simplicity, and the general benefits of managed funds. For a New Zealand tax resident, investment income from a PIE is taxed at your Prescribed Investor Rate (PIR), which is capped at a maximum of 28%.
THIS IS A WHOLESALE INVESTMENT
The Fund is a wholesale investment. This means there are rigorous rules about who is eligible to invest. If this investment is of interest to you, you should seek financial advice prior to making any decision to invest.
IMPORTANT NOTES
The Peak Living Blenheim Retirement Village Fund will be managed by Peak Living Funds Management Limited and administered by Bancorp Wealth Management Limited.
An investment in the Peak Living Blenheim Retirement Village Fund will only be available to wholesale investors in terms of clause 3(2) or 3(3)(a) of Schedule 1 of the Financial Markets Conduct Act 2013. Applications for investment will be made available on request through the Peak Living Blenheim Retirement Village Fund Information Memorandum. Expressions of interest are welcome, and do not involve an obligation or a commitment to invest. All information in this document is current at the date of issue, and is subject to change. Returns are subject to change and are not guaranteed.
Peak Living Management Limited being the promoter intends to apply for registration of the village under the Retirement Villages Act 2003 in or around March 2026. We are unable to make any offers of occupation in the village to the public at this stage.
0800 PEAK LIV (0800 732 558)
info@peakliving.co.nz
Peak Living Management Limited
P.O. Box 67-042, Mt Eden Post Centre, Auckland 1349