It was nearly 20 years ago when Adrian Baker’s father Lloyd placed his funds and trust with PMG. Fast forward to the present day and Adrian and wife Linda have been invested across six of PMG’s managed funds and syndications for over three years.
Like many of our investors, Adrian and Linda have worked hard to be able to invest in the property and funds they do today. From the Waikato, they owned and ran a dairy and chicken farm as well as running an electrical business and raising three children. Following the sale of their electrical business, Adrian and Linda invested some of their funds with PMG and moved to Papamoa.
Their days are now spent renovating their home, keeping an eye on their property investments, and spending more time with their three children and enjoying fishing, diving, golf, yoga, and travel. We asked them a few questions about how they have found investing with PMG.
How did you hear about PMG?
My father had been enjoying a hassle-free, sustainable income-generating investment with good returns for 17 years when we asked him for advice about where to invest. It was upon his glowing recommendation of the PMG team and investment funds that we decided to invest with them.
What were you looking for in an investment?
We were looking for trouble-free investments, so as not to add to the workload we already had alongside the management of other commercial property we owned and were managing personally. Managing commercial property is a full-time job. It takes a lot of time and energy, especially to do it properly and ensure you get the most out of your investment.
Why did you choose to invest with PMG?
We decided to invest in PMG because as we move towards full retirement we don’t want to manage any more investments. We’d like to take a bit more time back, knowing our investments are being professionally managed by a team passionate about getting the best value and returns for their investors.
The diversified structure of PMG’s funds also offered us an option to spread our investment portfolio across a wider range of investments (or properties) than we could achieve independently.
We also liked the idea that the directors and PMG team make every effort to get to know their investors and are in regular contact with updates on how your investment is performing.
"We also didn’t want all our eggs in one or two baskets."
How have you found the performance of your investments with PMG?
Three years ago we invested a large sum across six of PMG’s investment funds and syndicates. Their financial performance has been consistent and reliable. As a result, we have continued to invest more since that initial experience.
With a range of investment funds to suit New Zealanders of all ages and stages, it's easier than you may think to invest. Give one of our knowledgeable PMG Investor Relationships Managers a call for a no-obligation chat, or visit our FAQ page.
Head of Investor Relationships – Central and Lower North Island
Investor Relationships Manager – South Island
Investor Relationships Manager – Waikato, Auckland and Northland
Investor Relationships Associate - Tauranga
Investor Relationships Support - Tauranga
Register your contact details with PMG via phone or email. Alternatively, make an initial enquiry via our contact form and we’ll have someone from our Investment Relationships Team meet you.
Please watch PMG’s history video, and learn more about our approach along with the five funds within the company. We encourage you to speak with a friend or family member who knows us, and we also recommend you chat with a financial adviser for specific advice to suit your unique situation.
Look through our current offers to find the right PMG fund to suit you. After downloading, carefully review the associated Product Disclosure Statement(s) for the offer(s) you’re interested in. Investing is straightforward – either apply online using our secure and confidential portal, via the printable form on each fund page, or reach out to your local PMG office to fill out the relevant paperwork.
Our lines of communication are always open. If you have any questions, reach out to your local Investor Relationships Manager. Whether it’s a general catch up or discussion around the latest developments with your investment, we’re here to help.