- The retirement village sector has been growing amid increasing demand from the baby-boomer population.
- Senior Trust Retirement Village Income Generator was launched as an investment offer by Senior Trust Management Limited, to cater for the burgeoning demand of retirement villages for development funds.
- Senior Trust was created to lend money in the form of loans to retirement and aged care operators.
- Senior Trust’s management team objective is to protect investor capital and deliver a consistent, reliable, and attractive return to shareholders through its specialist industry knowledge and expertise.
The retirement village sector has performed strongly and stayed relatively resilient from COVID-19 in 2020. The sector has been surging, driven by retiring baby-boomer population, increasing demand, and soaring house prices.
As the retirement sector gathers momentum to keep up with the burgeoning demand, Senior Trust considers itself well-positioned, ready to benefit from the loans given to carefully-selected Retirement Villages and Aged Care services.
Senior Trust’s management team has been a specialist lender to the Retirement Village sector for more than 10 years. The team has a consistent track record of success in delivering attractive returns and preserving capital by lending to well-located and soundly run retirement village and aged care entities.
The Senior Trust Retirement Village Income Generator Limited (“Income Generator”) was launched by Senior Trust Management Limited as an investment offer to meet the rising demand from the depositors, who want fair returns. The launch came amid a low-yield interest environment and a surging retirement village sector.
The Income Generator was created to generate attractive returns from loans to entities that own and operate Retirement Villages and Aged Care Facilities.
Senior Trust carefully chooses the Retirement Villages and Aged Care facilities that the Fund invests in, by using its specialist expertise, considerable industry experience and high levels of corporate governance.
Let us get acquainted with the experienced management team of Senior Trust.
Key Management Team
Executive Director of Senior Trust Retirement Village Income Generator Limited
John has been involved in making investments in the retirement village and aged care industry for many years. John has been instrumental in retail offerings for a wide range of commercial property and retirement village entities as an adviser, director, or manager. He has held senior executive officer positions in a number of financial service organisations.
Executive Director of Senior Trust Retirement Village Income Generator Limited and Senior Trust Management Limited
Scott has held several senior positions in leading organisations and is a Member of the Institute of Director. He is a qualified Chartered Management Accountant and has strong governance experience and has held directorships in both public and private entities. Scott is currently the Executive Director of Senior Trust Management Limited, which also manages the Senior Trust Retirement Village Listed Fund, which is listed on NZX.
Head of Finance
Alex was selected as Senior Trust’s Head of Finance in 2019. With over 10 years of international experience and a BA in accounting, Alex has specialities in financial planning and analysis, due diligence, external audit, business development, and many other areas. Alex joined Senior Trust from PwC. Alex profile also includes strategy management advisory role at one of the world’s largest manufacturer of optoelectronic semiconductors and a corporate finance analyst role with a boutique investment firm.
Head of Compliance
Clive has a Bachelor of Management Studies (BMS) from Waikato University and is ex- Chartered Accountant in the commercial arena.
Clive is also the Head of Compliance for an NZX-listed MIS fund and a Member of the Institute of Directors. Clive has held many executive positions in general management, finance, marketing, and strategic planning, and has also been involved in many successful acquisitions and mergers.
NOTE : Senior Trust Retirement Village Income Generator Limited is the issuer of the products. The Product Disclosure Statement for the offer is available and can be obtained on our website at www.seniortrust.co.nz or at www.business.govt.nz/disclose under Senior Trust Retirement Village Income Generator Limited’s offer number (OFR12802).