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Retirement village sector specialists

 

Senior Trust’s management team have been instrumental in funding the building and expansion of retirement villages throughout New Zealand.

The Senior Trust management team provide services under a Management Services Agreement. This means our investors benefit from a depth of expertise and specialist sector knowledge.

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Our strategy is simple

We lend to carefully selected, well-located and soundly run retirement villages and aged care facilities. The Senior Trust policy limits lending to any one retirement village to a maximum of 75% of the valuation of the village, as determined by an independent registered valuation.

This conservative, measured approach to lending and sole focus as a specialist investor has delivered consistent income returns to our investors. We’re committed to providing you, as an investor in our fund, with regular PIE taxed quarterly distributions. And the sense of satisfaction that comes from enabling more quality housing for senior New Zealanders, that may also mean not having to move away from family to get the care they require.

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"Over the past two decades of personal involvement in the industry, the most satisfying aspect has been the ability to meet the expectations of our investors".

John Jackson, Executive Director

Meet the team

Our agile team of sector and financial experts is proud to be working for our investors.

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John Jackson

EXECUTIVE DIRECTOR

Scott Lester

EXECUTIVE DIRECTOR

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Alex Ceban

HEAD OF FINANCE

Clive Jimmieson

HEAD OF OPERATIONS & COMPLIANCE

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Pratthana Sneddon

ACCOUNTANT

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Grant Barnett

MANAGEMENT ACCOUNTANT

 

2022 Annual Report -
strong growth

We're pleased to report that it has been another year of strong growth for the Income Generator, which continues to deliver steady attractive returns and capital stability.

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Corporate governance

Senior Trust Board and management are committed to strong corporate governance and maintaining the highest ethical standards, committed to operating with integrity in a highly regulated environment. Our management team has a depth of specialist industry knowledge built on expertise gained in funding retirement villages and aged care facilities throughout New Zealand.

Read important information
about investing with us

 

Innovating in NZ retirement sector investment since 1998

1998

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

2001

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

2003

Retirement Villages Act enacted, providing robust regulatory framework to protect resident interests and ensure registered retirement villages have an independent supervisor.

2010

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

ST RV Portfolio C established (Manager - STML).

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

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"I’m in my 70’s and interested in retirement accommodation. When I sold my house I spread my money across the investment spectrum. I’ve stayed with Senior Trust - Vision Senior Living, since I first invested nearly 20 years ago. I’ve never been short-changed. I trust the management. Senior Trust reliably delivers! I like the idea of financing what might be my future home."

Alison, Rotorua

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