Summerset introduction brochure

Welcome

Love

the life

You’ve done the hard yards over all these years – worked hard, raised a family, made the most of your opportunities. It’s not always easy making the decision to change home. But we’ll make it as easy as we can, so you can love the life at Summerset.

We like to think of it this way. You may have a few decades under your belt, but life’s far from over. And Summerset recognises that. We believe in the power of new beginnings, and in the chance to make the years ahead the best they can be. We think you deserve it.

In 1997, our founder John O’Sullivan, established Summerset as a place where his grandmother would feel at home in her retirement. Almost 25 years and more than 30 villages later, Summerset is a proven, experienced and trusted company: an expert in offering you the lifestyle you’ve well and truly earned.

In fact, we’ve built on John’s philosophy to develop a way of living that is second to none. We treat everyone in our villages as a friend and a member of our community, we celebrate every ounce of their independence, we support them if and when they need support, and we make this next phase of life easy.

With over 30 villages across New Zealand and new villages being built in Australia, designed specifically for the over-70s, we have the presence, experience and people to help you redefine how you choose to live. Choose the style of home that suits you best now, knowing that, with Summerset’s continuum of care, there are a range of care facilities on site that residents have the flexibility and priority to transfer to. Our care is offered once the village centre is open and is subject to availability.

Are you ready for what we call the Summerset life? Our resident satisfaction rates average a heart-warming 96%. Our terms are straightforward and easy to understand. And our Summerset Sure money-back guarantee (some conditions apply) means you have 90 days to decide if Summerset will be where you love the life you choose next.

Make the choice. You won’t regret it.

Refreshingly modern, reassuringly Summerset

Summerset believes in everything retired living can be. We have always been an energetic, optimistic force for change in the retirement sector. Everything about the way we organise our villages has been designed to put you first.

Clear and transparent terms, with guarantees

• Our terms are clear and easy to understand

• No hidden costs, no refurbishment fees for fair wear and tear, no administration or marketing fees when you leave the village

• One licence payment to pay and a low deferred management fee of up to 25%

• 90-day money-back guarantee. (Some terms and conditions apply)

Professional care onsite if you require it

• Most of our villages include a continuum of care, from independent living homes to serviced apartments, through to a quality care centre

• Staff onsite 24/7 once the village centre is completed, meaning you’re assured of a response if you need to use your call bell system

• Some of our villages have specialist memory care centres that enable those living with dementia to lead active, positive lives

• Should your needs change, you have priority access to transfers to the care centre (subject to availability) so you can stay in the community you love. It is uncommon that there is not availability when residents need it

Ease of transfer within the village

• Should you transfer between homes, no further capital outlay is usually required

• As a resident, you have priority over nonresidents to transfer to the care centre (subject to availability)

Experienced and trusted

• We have been operating retirement villages and aged care centres since 1997

• More than 30 villages and growing

• Over 6,500 residents call Summerset home

• Consistently high resident satisfaction scores, averaging 96%

Continue making the most of every day

A very real sense of community

Friendships matter at every age. We all enjoy the company of others and the chance to share stories and good times together.

At Summerset, everything we do is designed to help you feel truly at home as you start the next chapter of your life. Do the things you’ve always enjoyed, discover new hobbies and interests, or use the time you now have to return to doing something that you care about.

All around you are people with a fierce love of life and a strong determination to make the most of today and tomorrow. Summerset communities are so successful because people come together to form their own vibrant, active neighbourhoods, where there’s plenty to do and great moments to share. Our villages are filled with energy, kindness, companionship and laughter.

Your home is here. You have real friends here. You have access to all our facilities and services.

If you like to potter closer to home, stay in and do what you enjoy – cook, entertain, go for a walk, or choose from a full calendar of activities and events organised by your onsite Activities Coordinator. Take up the next challenge on the bowling green, or get back into swimming every day. If you prefer to travel, you can lock up your villa or apartment and take a trip, knowing that your home is secure and we are keeping an eye on things. And if you just like to get out and about and enjoy the company of others, you’ll find most things you’re looking for within a short distance.

Your Summerset village is a place for people who value getting all they can out of every day. It is also the perfect place to meet and catch up with new people. Come home and plan for a great life with us – a busy and fulfilling life, with things you know and love, and new things too.

VILLLAGE FACILITIES

Facilities are available once the village centre is open and they can vary between villages.

Café

Lounge with large-screen TV

Piano

Pool table

Residents’ bar

Library with computer and internet access

Hair and beauty salon

Exercise room

Recreational bowling green

Swimming pool and/or spa pool

Barbeque

Communal vegetable gardens

Residents’ workshop

Health practitioners who visit the village from time to time

Organised activities and outings

Movie theatre

Your home, your way

The choices are yours

There’s so much living to do after you retire, and we want you to make the most of it. Start by choosing a home that’s right for you and your needs. Our villages offer a wide range of villas and cottages with lovely streetscapes, so you can pick a place you’ll be proud of.

If you want to put your own stamp on your new home, go right ahead. Bring the things that are most important to you, such as favourite pictures and furniture. Paint the interior walls the colours you like. Add your own decor. Nothing feels more like home than all the touches of familiarity you love. We just ask that you return your home to its original state when you leave. Got a pet? Bring them too. We want you to have days filled with companionship and fun. To make sure your new home suits them too, just check with the Village Manager first.

If you’re a gardener – and many Summerset residents are – almost all our villas and cottages have their own garden. You can tend to it yourself and even add your own touches to make it feel more you, or, if you’re too busy, ask us to do the maintenance and we’ll keep everything looking neat and tidy.

For most people, friends and family are a huge focus of their retired life. You’re welcome to have your friends and family and the grandkids to visit or for short stays; just check with the Village Manager if you would like them to stay longer.

When you come to live in one of our villages, you can bring along everything that matters to you and stay in touch with everyone who means the world to you. From the residents’ workshop to entertaining at home or enjoying drinks with friends, every day can be filled with life, laughter, friendship and the fulfilment that comes with getting things done. You’re not on your own. You’re among friends and free to enjoy life.

A helping hand if you need it

A range of care

A villa, apartment or cottage is perfect if you’re confident living independently. A serviced apartment is ideal if you want to retain your independence but need a little support, which we can provide with one of our care packages.

Our modern and spacious care centre will suit you if you’re finding it harder to get around or if you need higher levels of care, including rest home or hospital-level care. At Summerset you have the peace of mind that, if your needs change, we offer different levels of care on site.

Our 24/7 onsite care centre staff are trained professionals. Their passion for the quality of care they provide is reflected in the consistently high results of around 96% we receive in our annual, independently run care resident satisfaction survey. Our care centres include diversional therapists, who plan engaging activities and programmes for our residents.

Summerset is one of the country’s leaders in next-generation memory care. Our first memory care centre’s design and approach was awarded the Aged Care Association’s Built and Grown Environment Award for exceptional design in 2017.

Our memory care centres provide modern apartment living, with homely communal living areas and large courtyards, enabling our residents living with dementia to have freedom of movement in a safe and secure environment.

In fact, we are one of the first retirement village operators in New Zealand to be officially recognised by Alzheimers New Zealand as a Dementia Friendly organisation. Some of our villages currently have specialist memory care centres, and these will generally be included in all the villages we build going forward.

At Summerset, we want everyone to feel welcome, valued and respected. Our living environments cater to your needs while offering a range of support options should your circumstances change. By keeping all our services within the village, we really do build relationships for life.

“The carers are just wonderful. They pop in and have a little chat. I do appreciate that.”

Thousands of people call Summerset home

You can have confidence in your decision

People trust Summerset because they like what we stand for.

Here are eight reasons why we believe you should have confidence in your decision.

1 Flourishing communities

Our villages earn consistently high scores in our independently run annual village and care satisfaction survey — scores of 96% on average.

2 Personal security

Come and go from your home knowing that your place is safe and secure. Take a trip. Visit family. Go away for a day, a weekend, a month or more. With a Summerset home, you just lock and leave. And while you are enjoying village life, you can rest assured that the call bell system is monitored onsite 24/7 once the village centre is complete and the village perimeter is fully fenced with remote-access after hours.

3 You always have options

From our Summerset Sure 90-day love it or your money back guarantee, through to our continuum of care, we keep things as open as possible. You’ll have 90 days to be sure that village life is right for you – or we’ll give you your money back (some conditions apply). In time, if you need other forms of care, you can change home, add services or even move between villages.

4 You can move in or between villages

We have a leading transfer policy from independent living to care with no capital outlay required. As a resident, you’ll always have priority for a home that suits your needs, subject to availability.

5 You know what you’re getting

There are no surprises when you come to live in one of our villages. Our terms are clear and transparent, and there are no hidden costs. Everything’s out in the open.

6 We’ve done this for a long time

Summerset has been building and running retirement villages with care centres since 1997. We’re experienced, proven and stable.

7 We strive to set the bar high

Everything we do is to the best of our abilities. We develop our villages based on Lifemark™ principles, and all our villages are Lifemark™ audited for accreditation and are accessibility approved. We are accredited as a Dementia

Friendly organisation and are proud to be the first retirement village operator in New Zealand to be Toitū carbonzero™ certified. As we are a member of the Retirement Villages Association (RVA), you can be confident that all our practices are in accordance with the law.

8 We’re prepared if disaster strikes

We have a leading disaster policy where if we cannot rebuild your home or are not able to offer a transfer to another home, we will pay the greater of either the fair market price of your home prior to the disaster or the licence price of your home in full, with no deferred management fee deducted.

We want to make choosing the Summerset life as clear-cut, straightforward and reassuring as possible. Giving you peace of mind is very important to us.

Modern homes for active lives

From tapware to bathrooms and paint finishes to flooring, our designers have carefully thought through all the details to ensure your home is as warm and welcoming as you could wish for.

However, if you want to change the decor, go right ahead – it’s your home after all. We just ask that you return it to its original state when you leave.

Never worry about the maintenance of your home. You can leave that to us.

All our homes are designed with accessibility in mind. You can move through your home and the village freely, whatever your level of mobility, and every home includes a full range of features with your safety and security in mind.

• Call bell systems in your home are monitored onsite 24/7 once the care centre is complete.

• Extra-wide hallways, slip-resistant flooring and bathrooms with easy-to-enter showers and grab rails add safety and reassurance

• All switches, power sockets and door handles are easy to reach

• Handles on doors and drawers are easy to use

• All our villages include secure fencing, after-hours gates and staff onsite for that reassuring sense of security

Summerset offers you a continuum of care. This means that should your needs change and you need to move into a serviced apartment or the care centre you can, though this is subject to availability. It is infrequent that when a resident needs to transfer to care there is not immediate availability.

“We’ve made instant friends; there is a real sense of community here.”

RAEWYN,

Your choice of contemporary homes

Our villas, cottages and townhouses are perfect for those who want to live independently.

Summerset homes have been designed for people with busy timetables, giving you the freedom to live life to the full. Think of your new Summerset home as home base. This is just the smartest way to downsize – keep everything you love about how you used to live, but lose all the things that used to eat up so much of your time.

Choose a home that suits your style, move in and don’t miss a beat. With its modern looks, smart bathrooms and modern features, this is the perfect home for you right now.

Features generally include:

• Single-level homes designed to maximise the sun

• Internal-access garage or dedicated car park

• Your choice of two or three bedrooms

• One or two stunning bathrooms, finished to the highest level and with safety features

• Outdoor living where you can relax and entertain

• Stunning modern finishes

• Wide range of inclusions

• Walk-in wardrobes

Make the most of apartment living

Artist’s impression

With great views across the village and surrounds, there is a lot to enjoy about apartment living.

Our modern open-plan apartments are available in a choice of one, two or three bedrooms. They are designed for views, with ceilings higher than standard to provide a lovely sense of light and space.

Generous balconies and patios give you views over your village or the local area. Underground carparks mean you have easy access to your vehicle, and there are storage lockers where you can keep all manner of things.

With apartments finished to the highest quality, you will enjoy your new lifestyle.

Features generally include:

• A choice of one, two or three bedrooms

• One or two stunning bathrooms, finished to the highest level and with safety features

• Walk-in wardrobe

• Generous storage

• Balconies or patios

• Stunning modern finishes

• Underground carpark and storage locker

Generous serviced apartments with help on hand

If you need assistance, our serviced apartments come with some day-today help.

Located in the village centre, with easy access to communal facilities and village life, serviced apartments make sense if you enjoy your independence but want to downsize or would just like to feel you have support closer to hand. Most of our serviced apartments are certified to provide rest home level care

Let us take care of some of the day-to-day jobs for you – chores like the laundry, cleaning or cooking your main meal of the day – so you can get on with enjoying village life. Or perhaps you need regular support with some medications –again, we can help with that.

Features include:

•

Warm, modern apartment built to the  highest standard

Large double bedroom

Spacious open-plan living area with kitchenette

Fridge-freezer

Ensuite bathroom

Storage

Outdoor patio or balcony (varies across villages)

Costs that make sense and represent real value

Our terms are clear and easy to understand

We’ve kept everything straightforward, with no hidden costs, so you know exactly where you stand.

When you come to live in one of our villas, cottages, apartments or serviced apartments, you pay a licence payment, a low deferred management fee of up to 25% and weekly fees. There are no other hidden or future costs such as marketing or refurbishment costs (other than damage beyond fair wear and tear) to worry about. The only other costs you will incur are your own living costs, costs for individual services that we may provide you, and an admin fee if you choose to transfer to a different home. The transfer admin fee does not apply if you transfer to a higher level of care within the same village, such as from a villa or apartment to a serviced apartment or the care centre. The weekly fee stops when you permanently vacate your home.

This is what you get for your fees:

• A gorgeous home

• Stunning resort-style facilities once the village centre is open

• Invitations to events, outings and happy hour

• The opportunity to become part of our vibrant community

• The comfort of knowing your property is secure

• Financial surety — you know exactly what you’re getting

• Peace of mind knowing that there are care facilities are on site once the care centre is open.

• Freedom from worry about home maintenance — we’ll do all this for you

• Staff who are onsite and available 24/7 once the care centre is complete

• Gardening done for you (if you choose)

• Priority transfer on availability

Our cost model has three parts:

1 Before you move in

You pay:

• A deposit of $3,000

• Your licence payment

2 While you’re living in the village

You pay:

• A weekly fee

• Fees for extra services or packages

• Your own personal contents insurance, power, internet and phone bills. Note in a serviced apartment your power is included in your weekly fee.

3 When you leave

You receive:

• Your repayment, which is the licence payment you paid when you moved in, less the deferred management fee and any outstanding charges

If you decide that a Summerset life is not for you, you can activate your Summerset Sure guarantee. This means you’ll have 90 days to be sure that village life is right for you — or we’ll give you your money back. (Some conditions apply.)

This is what makes Summerset special

All up, you’ll find that life in a Summerset village is a life that you define. You have everything you need, including a beautiful and welcoming home, a busy community, lots of activities, and the freedom to come and go as you wish. And you’re set up for whatever lies ahead, with great services, caring staff, a range of facilities, and a clear and transparent financial arrangement.

Summerset Many others

Deferred Management Fee

Money-back guarantee

Responsibility for weekly fees

No further capital payments

No more than 25%

Your home comes with our Summerset Sure 90-day moneyback guarantee

You stop paying weekly fees as soon as you permanently vacate your home and return your keys

If you transfer from a villa or cottage to a serviced apartment and it costs more than the equity in your current home, you won’t have to make a capital payment

Home security Villages are gated and locked overnight, with card access

No costs when selling your home

There are no charges, other than for refurbishment for damage beyond fair wear and tear

Can be as high as 40%

There is no money-back guarantee; once you’ve bought, you’re committed

You may continue paying weekly fees

If you transfer to a serviced apartment and it costs more than the equity in your current home, you will have to pay the capital difference there and then

Villages may not be gated and secure overnight

You may have to pay for a range of things, including refurbishments, marketing and other costs

Call bell system response

Once the care centre is fully constructed, we have staff onsite 24/7 to respond to you any time you use your call bell system

Call bell systems are outsourced and monitored offsite. Staff may not be available to assist

ROSALIE & RON, RESIDENTS AT SUMMERSET AT HERITAGE PARK

“Moving here, in all honesty, it’s been so far above expectations – it’s incredible.” BRIAN, RESIDENT AT SUMMERSET AT MONTEREY PARK

“All the residents are friendly and the staff are so caring, just as if they’re like your own family. Any problem you have, they are always willing to help you personally.”

No doubt, you’ve got questions

Making a move to one of our villages is a big decision, and of course there are areas where you’ll want more details. These are the things we get asked about the most. If you have any other questions, please just ask your Sales Manager.

General

Q: Is there a minimum age to live in a Summerset retirement village?

A: We require our residents to be 70 years or older.

Q: What do you do about security at night?

A: You can feel safe in the knowledge that each village has a perimeter fence and remoteaccess gates after hours. Once the village is completed, we’ll have staff onsite 24 hours a day, every day. You also have call bell systems in your home should you need them.

Q: Can my family and friends come and stay?

A: Of course. Your family and friends are welcome to stay in your home. Just check with the Village Manager first if they will be staying more than two weeks, just so that we know who’s in the village. Your visitors can use the parking in the village.

Q: What levels of care do you offer?

A: We offer a continuum of care in most of our villages, from individual services and service packages to rest home and hospital level care. Some of our villages also provide secure rest home level dementia care.

Q: Can I bring my pet with me?

A: We welcome pets because they are so much a part of your family. But to make sure that your pets will be comfortable and that your new home will be suitable for them, please check first with your Village Manager

Q: Is there space for my car?

A: Most of our villas, cottages and apartments have either a garage or allocated car park.

Q: Who do I talk to if I’m worried about something?

A: We want you to love living in your village. If you have a concern, please raise the matter with one of our team members or the Village Manager. If the matter is serious, we have a formal complaints procedure. We also hold regular meetings with residents to talk through any issues. You’re welcome to attend.

Q: Do I need to be vaccinated against COVID 19 to live in the village

A: Yes, anyone who signs a sales application from 15 November 2021 will be required to be fully vaccinated against COVID-19 before they move into the village. In addition, you will need to maintain your COVID-19 vaccination status in the future, as recommended by the relevant government and regulatory bodies.

Transferring between homes

Q: Can I move between homes within the village?

A: Absolutely. Our continuum of care model means you have first priority to move between homes if your needs change (subject to availability).

Q: Do I have to pay anything to transfer?

A: You don’t have to make any capital outlay to move between an independent unit and a serviced apartment within the same village. We can also structure your transfer to our care centre so that, again, there is no capital outlay. Ask your Sales Manager for more information about this. A transfer admin fee of 2% of the licence price for your new home will apply if you choose to transfer to a different home. However, the transfer admin fee does not apply if you transfer to a higher level of care within the same village, such as from a villa or apartment to a serviced apartment or the care centre.

Q: How do I transfer to the care centre in  the village?

A: Talk to the care centre manager who can assess the level of care and the best accommodation options for you.

Financial

Q: What happens when I sign my Occupation Right Agreement ?

A: You pay the balance of the licence payment after you sign the Occupation Right Agreement, which settles the purchase of the licence to occupy for your home. You do this before you take possession and move in.

Q: What happens if I change my mind after moving in?

A: Our Summerset Sure 90-day moneyback guarantee means that you will get a full refund without any deduction for the deferred management fee if, on the expiry of 90 days after taking up permanent residence, you decide that Summerset is not for you (some conditions

apply). The only costs you may have to pay are any costs you have incurred for legal advice, together with the weekly fee and any other outstanding charges. The Summerset Sure 90day money back guarantee does not apply if you pass away or leave for health reasons.

Q: What happens with capital gains and losses?

A: There are no capital gains or losses. When you purchase your home with us, you’re not buying the building or the title to any land. Instead, you’re buying a right to occupy for your home for your lifetime or until your Occupation Right Agreement is terminated. When someone else buys the home, we set the price for them based on market conditions, meaning you neither gain nor lose capital in that transaction.

Q: How are my rights protected?

A: Your lifetime right to occupy and your repayment sum are secured by way of a firstranking mortgage, which Public Trust, our Statutory Supervisor, has over the assets of the village. In addition to the mortgage, a memorial has been placed on the title to the village to protect your right to continue to live in your home, whatever happens to us. That means your rights to continue to live in your home and to receive your repayment sum are always protected

Q: Do I need to pay to refurbish my home and to market it when I move out?

A: No. We cover these costs. You will only be responsible for refurbishment costs if the damage is beyond fair wear and tear.

Q: Who pays to maintain the village?

A: We meet all the costs to maintain the village and facilities.

Q: What happens when I leave?

A: Leaving can be a difficult time for everyone, and we want to support you as much as possible. That’s why your weekly fee stops as soon as you permanently vacate your home. We undertake marketing and resale of your home once you’ve left.

Come

and see for yourself

We aim to make sure you have the right home for your needs and situation, that you have the right level of care available now and in case you need it in the future, and that the village you choose is one where you can make the most of the Summerset life.

Having helped thousands of people decide that Summerset is right for them and their family, we have some top pointers on how to make a decision you’re comfortable with:

• Talk this over with people who care about you

• Get independent advice from a lawyer, preferably one with experience in retirement villages, so that you fully understand your contract

• Make a list of the things you’re looking for, now and in the years ahead

Above all, please come and see us. Spend some time at our villages. Have a coffee in the café and talk to our residents. Check out our facilities. Have a chat to our team. We’re proud of what we offer, and we’re happy to share the Summerset feeling with you. We think it’s very special.

And remember, there’s always the reassurance of our Summerset Sure guarantee. You have 90 days after you move in to be sure that village life is right for you is right for you – or we’ll give you your money back. Some terms and conditions apply.

Our villages

New Zealand

Northland

Summerset Mount Denby

Auckland

Summerset Milldale Summerset Falls Summerset at Monterey Park Summerset by the Park Summerset at Karaka Summerset at Heritage Park Summerset Parnell Summerset St Johns Summerset Half Moon Bay

Waikato Summerset down the Lane Summerset Rototuna Summerset Cambridge Summerset by the Lake Bay of Plenty Summerset by the Sea Summerset by the Dunes

Hawke’s Bay Summerset in the Bay Summerset Palms Summerset in the Orchard Summerset in the Vines

Taranaki

Summerset Mountain View Summerset at Pohutukawa Place

Manawatū – Wanganui Summerset in the River City Summerset on Summerhill Summerset Kelvin Grove Summerset by the Ranges Wellington Summerset on the Coast Summerset on the Landing Summerset at Aotea Summerset Waikanae Summerset at the Course Summerset Lower Hutt

Nelson – Tasman

Summerset in the Sun Summerset Richmond Ranges

Marlborough

Summerset Blenheim

Canterbury Summerset at Wigram

Summerset at Avonhead Summerset on Cavendish Summerset Rangiora Summerset Prebbleton

Otago

Summerset at Bishopscourt

Australia

Cranbourne North Torquay

Chirnside Park Oakleigh South Craigieburn

MELBOURNE

Craigieburn

Chirnside Park Oakleigh South

Cranbourne North

Torquay