Partner with Blossum: Refer Your Clients to NZ’s Premier Wholesale Property Fund

For immigration advisors, accountants, and financial advisors serving high-net-worth and AIP-visa clients.

Register as a Partner
Download Partner Pack PDF

Why Partner with Blossum

Three reasons advisors choose Blossum as their referral destination for wholesale clients.

Quality

PIE fund structure, AIP-listed (Active Investor Plus), FMA-overseen entity, NZD $1M minimum filters serious capital. Your clients access an institutional-grade, property-secured private credit strategy.

Service

A dedicated partner liaison who knows your client’s situation. Fast Information Memorandum delivery. White-label-ready materials so you can share Blossum information seamlessly within your practice’s workflow.

Reward

Attractive referral arrangements. Discuss with our team. We tailor the structure to your practice and the level of involvement you’d like in the client journey.

Tailored for Your Practice

What advisors in each speciality need from a wholesale fund partner. Handled.

Immigration Advisors

  • AIP listing verification: Blossum is on the official Active Investor Plus acceptable-investments register; we provide the documentation INZ requires.
  • $1M minimum into Blossum: sized to slot inside your client’s $5M total AIP qualifying investment without consuming the full allocation.
  • Fast turnaround documentation: subscription pack, fund confirmation letter, and ongoing investment statements ready when your client’s AIP application needs them.

Accountants

  • PIE tax treatment overview: clear explainer your team can hand to clients on how a Portfolio Investment Entity is taxed in NZ.
  • Marginal-rate vs PIR comparison: side-by-side worked examples so the after-tax outcome for each client is obvious.
  • Statement formats for tax preparation: annual investor tax statements designed to drop straight into your client’s tax return workpapers.

Financial Advisors

  • Fund structure: wholesale PIE fund, property-secured private credit, monthly distribution profile. Full mechanics explained for your suitability assessment.
  • Risk controls: first/second mortgage security, LVR caps, diversification by borrower and geography, independent custodian, FMA-overseen manager.
  • Comparison to alternatives: how Blossum sits against term deposits, listed property, balanced funds and direct property exposure for your client portfolios.
  • FAP-aligned disclosures: disclosure documentation prepared with the Financial Markets Conduct Act and FMA expectations for FAPs in mind.

Partner Materials

Resources you can share with clients. Register below to receive the full Partner Pack.

AIP One-Pager

Snapshot summary of how Blossum fits inside an AIP Growth Category portfolio.

Available via the Partner Pack, register below.

PIE Fund Tax Explainer

PIR mechanics, marginal-rate comparison, and what to put on annual tax statements.

Available via the Partner Pack, register below.

Investment Memorandum

Full IM covering strategy, fees, governance, distributions and risk profile.

Download the IM (PDF)

Risk Disclosure

Full risk disclosure statement for wholesale investors.

View Risk Disclosure

Fact Sheet

Latest monthly fact sheet: performance, holdings, key metrics.

Available via the Partner Pack, register below.

PIE Fund Guide

Full guide to PIE structure and tax efficiency for NZ investors.

Read the PIE Fund Guide

Register as a Partner

Tell us about your practice. We’ll be in touch within 1 to 2 business days with the Partner Pack.

Partner with Blossum, Referral Registration

Wholesale investors only. Not available to retail investors. All investments carry risk. Returns are not guaranteed and may vary. Information on this page is general and does not constitute financial advice.

Talk to the Partner Team

Phone: 0800 541 698
Email: partners@blossum.nz

Prefer the form? Register as a partner above.

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Our investment products are limited to select wholesale investors only. Please note that past performance is not a reliable indicator of future performance, and the rates we offer could change in the future. Terms and conditions apply.
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info@blossum.nz


0800 541 698

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