Elevate Your Clients' Outcomes. Elevate Your Service.
Advisers and client-services partners work with Blossum to give their clients access to property-secured income and a tax-efficient wholesale PIE fund. Partnering with us lets you broaden the value you deliver, backed by institutional-grade fund mechanics and a dedicated partner team.
Wholesale investors only. Past performance is not a guarantee of future returns. Terms and conditions apply.
Three Reasons Advisors Choose Blossum As Their Referral Destination
A wholesale partner built for advisors. Quality fund mechanics, dedicated service, attractive referral arrangements. Every detail engineered to fit your practice.
What Advisors In Each Speciality Need From A Wholesale Fund Partner. Handled.
Specifically prepared materials and processes for each advisor specialty, so your clients receive the documentation and structure required for their unique journey.
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AIP listing verification Blossum is on the official Active Investor Plus acceptable-investments register, and we provide the documentation INZ requires.
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$1M minimum into Blossum Sized to slot inside your client $5M total AIP qualifying investment without consuming the full allocation.
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Fast turnaround documentation Subscription pack, fund confirmation letter, and ongoing investment statements ready when your client AIP application needs them.
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PIE tax treatment overview A clear explainer your team can hand to clients on how a Portfolio Investment Entity is taxed in New Zealand.
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Marginal rate vs PIR comparison Side-by-side worked examples so the after-tax outcome for each client is obvious at a glance.
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Statement formats for tax preparation Annual investor tax statements designed to drop straight into your client tax return workpapers.
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Fund structure Wholesale PIE fund, property-secured private credit, monthly distribution profile. Full mechanics explained for your suitability assessment.
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Risk controls First and second mortgage security, LVR caps, diversification by borrower and geography, independent custodian, FMA-overseen manager.
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Comparison to alternatives How Blossum sits against term deposits, listed property, balanced funds and direct property exposure for your client portfolios.
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FAP-aligned disclosures Disclosure documentation prepared with the Financial Markets Conduct Act and FMA expectations for FAPs in mind.
Resources You Can Share With Clients
Register below to receive the full Partner Pack. Public documents are available immediately and ready to share.
Tell Us About Your Practice
We will be in touch within 1 to 2 business days with the Partner Pack. Send the details below or email us directly. Either path lands in the same inbox.
- Dedicated partner liaison from first contact
- Partner Pack delivered within 1 to 2 business days
- White-label-ready materials for your workflow
- Discuss referral arrangements with the team
Start A Partnership Enquiry
Send a quick enquiry with your name, practice, adviser speciality, and the kind of clients you work with. We reply within 1 to 2 business days with the Partner Pack. Prefer email? Reach us directly below.
Wholesale investors only. Not available to retail investors. All investments carry risk. Information on this page is general and does not constitute financial advice.
Have A Specific Client In Mind? Let’s Talk.
Whether it is an AIP visa application, a tax-efficient PIE allocation for an HNW portfolio, or a wholesale referral arrangement, we will respond within one business day.
