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Specialist lenders, to the premium senior living sector. Strong track record of returns and share stability.

Despite a decade of significant growth, senior living communities are still struggling to meet demand

from an ageing population. Since 1999, our team have been instrumental in funding the building

and expansion of quality senior living communities throughout New Zealand. Investment is secured by solid, bricks and mortar assets.


Annual Report 2024 - Strong foundations, continued growth

We are pleased to report another positive year, which has enabled the Board to increase the targeted distribution rate to 8% (pre-tax) per annum. 2024 Annual Report provided for review: 

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Annual General Meeting 2024 - Register Here

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Annual General Meeting 2024 - Register Here

Watch: Our investment portfolio - premium facilities, sought after locations

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Management team - proven track
record of returns

Investor income paid at or above targeted distribution rate:


Worried about the increase in scam activity?

The responsibility of managing your investment and protecting your capital is our top priority. We are focused on cyber-security, you can reference our credentials here:

We are an issuer of security in accordance with the Financial Markets Conduct Act.

The application form contained within our Product Disclosure Statement, specifies our New Zealand bank and account details.

Our audited
Financial Statements can be viewed at:
View Statements

Your investment will be held in an online secure portal,
protected by your own personal password.

Request your free info pack

Like to learn more about investing with Senior Trust? Please add your details below and your preferred delivery method and we will get that out to you.

Your information pack will be sent by email. If you do not see the email in your inbox, please check all your other email folders.


Experienced hands

As the sector specialist, the management team has been funding premium senior living communities throughout New Zealand since 1999. Our investors benefit from our specialist industry knowledge, depth of expertise and that of our established network over the past 20 years.

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Specialist connections

Leveraging our specific network built up over two decades, in an orderly, well-regulated sector, provides a quality lifestyle for retirees.

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Efficient structure

We run a tight ship focused on investor returns – fixed, low overheads and a tax-efficient PIE fund structure.

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Diverse portfolio

Quality senior housing nationwide, selected using stringent criteria. Helping to alleviate shortages and keeping families together.

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Service excellence

An experienced agile team delivering 24/7 access. Clear, regular communication, attuned to the specific needs of senior investors.

Retirement village sector
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"I have been an investor with Senior Trust for many years. I recently needed money urgently to buy a car and was able to do so quickly and efficiently using the Income Generator buy back facility."

David, Horowhenua

Innovating in NZ senior living sector investment since 1998


John Jackson (a current Income Generator Executive Director) adviser, manager of securities and director in the senior living (SL) and commercial property sectors since 1998.


Organised issue of fully subscribed SL retail investment offer. Leads to establishment of funding entity, delivering long term income returns, backed by brick and mortar assets.


Retirement Village Act enacted, providing robust regulatory framework to protect resident interests and ensure registered senior living facilities have an independent supervisor.


John founds Senior Trust Management Limited (STML). ———

ST SL Portfolio C established (Manager - STML).

A proud track record of delivering consistent returns for our investors.

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