MANAGED BY PEAK LIVING FUNDS MANAGEMENT LTD
At Peak Living we are pioneering a more proactive way to plan for life’s next chapter
The Peak Living Blenheim Retirement Village PIE Fund gives wholesale investors the chance to be part of something new. Your investment funds the development of a modern retirement village in one of New Zealand’s most desirable, and arguably sunniest, regions.
As an investment that is designed to move with the Peak Living’s Blenheim Retirement Village unit values, this wholesale investment is not just about financial returns but a way to help plan for your retirement village living years before any decision to move in.
And if retirement village life is in your future plans, Peak Living appreciates you have choices and why they will be offering their “Peak Benefits” to Fund investors which are currently expected to be priority access into the village and a reduced deferred management fee among other benefits.
An investment that moves with the market… and with you
QUARTERLY DISTRIBUTIONS
Receive regular quarterly distributions. This Fund is designed to provide regular distributions although these will be limited until the Village is self-funding.
CAPITAL MOVEMENT
Your investment is linked to the average unit price within the Peak Living Blenheim village. As the village develops and property values increase, so does your capital value.
PEAK BENEFITS (OPTIONAL)
If you choose to move into the village later, you may qualify for benefits, including a reduced deferred management fee and priority placement when the time is right.
Blenheim
Heart of the Marlborough wine region with New Zealand's highest sunshine hours.
Blenheim, a region of opportunity
Marlborough is one of New Zealand’s most desirable regions to retire. With a high-level of retirement age people living in the Marlborough region already and a low penetration of retirement villages, a Blenheim village has strong potential.
Additionally is the buoyant residential property market in Marlborough which has recorded compound annual growth rate between June 2015 and May 2024 at 9.1%.
COMPOUND ANNUAL GROWTH
9.1% compound annual growth since 2015 through to 2024.
www.opespartners.co.nz/property-markets/marlborough
RETIREMENT UNITS TO RESIDENT RATIO
24:1 demand ratio for retirement units to local residents over the age of 65. Nationally this is 15:1.
POPULATION RETIREMENT AGE
Blenheim has a high ratio of residents over retirement age (23.2%) compared to the rest of New Zealand (16.5%).
Peak Living Blenheim Retirement Village
Peak Living Retirement Villages capture a new design concept of “a Community, in a community, in a community.” The community of Blenheim, the community of the Peak Living village and then the community of the new hub design of six villas in what we call resident pods.
The new pod design provides a more private space with their own central courtyards and gardens with plant species in keeping with the local Marlborough fauna. The Village will be located right at the heart of the local grape growing country next to Mount Riley Vineyards.
The Peak Living Retirement Village development for Blenheim, although boutique in size, is anticipated to offer care from independent living through to hospital and dementia level care, supporting your continued lifestyle in the community you know and love around your friends and family.
Explore the innovative pod structure
Each villa opening onto a beautifully landscaped courtyard filled with native Marlborough flora.
Key Fund Details
All lending is directly for the development of Peak Living’s Blenheim retirement village, covering design, land, consenting, construction and early-stage operations.
Minimum investment
$70,000 (10% of a fully paid unit)
Maximum investment
$700,000 (equal to one fully paid unit)
The Fund is a wholesale investment.
Further information for what this means is available on the FMA website www.fma.govt.nz/consumer/investing/types-of-investments/wholesale-investors
Multi-rate PIE Fund
portfolio investment entity, tax efficient for eligible investors
Backed by experience
Stuart Bilbrough is the founder of Peak Living and the driving force behind the fund. With nearly 15 years in CFO and CEO roles within the retirement sector, he understands first-hand how demand is shifting and why current village models no longer fit everyone.
A New Zealand Chartered Accountant with an MBA (with Distinction), Stuart created Peak Living to give future residents and forward-thinking investors a new option. While the fund’s core purpose is to support development, the broader aim is to give people more choice, and control, over how they plan for later life.
While Peak Living is the Manager of the Fund, we are fortunate to have engaged thirty plus year industry veteran’s and experts, Bancorp New Zealand through their Bancorp Wealth Management Limited team as the Fund’s Administrator. Bancorp is a leading independent investment banking and financial advisory group headquartered in Auckland.
And as the Fund will be operated under a Trust Deed, it is proposed that the Trustee and Custodian of the Fund will be Public Trust. Public Trust is a Crown Entity whose independence is guaranteed under the Public Trust Act 2001.
Stuart Bilbrough
Founder of Peak Living
Contact us
Interested in learning more about investing in a Peak Living retirement village?
Our friendly team would love to hear from you. Get in touch using the details below, or fill in our expression of interest form which includes a comment area for additional questions and we’ll get back to you as soon as we can.
Peak Living Limited
Free Phone (NZ): 0800 PEAK LV (732 558)
From Overseas: +64 21 2499 777
Email: info@peakliving.co.nz
Mailing Address: P.O. Box 67-042, Mt Eden Post Centre, Auckland 1349
Expression of interest
Submitting this form does not mean you are committed to proceed with an application for an investment into the Peak Living Blenheim Retirement Village Fund nor a residential unit in the village. The Peak Living Blenheim Retirement Village Fund will only be available to wholesale investors.
IMPORTANT NOTES
The Peak Living Blenheim Retirement Village PIE 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.
Peak Living Management Limited being the promoter intends to apply for registration of the village under the Retirement Villages Act 2003 in or around mid 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