Atawhai Assisi Retirement Village

Operated by Independent Operator

Retirement living in Matangi, Waikato

Contact for Availability

Village Overview

Atawhai Assisi Retirement Village is a quality retirement village located in Matangi, Waikato. Operated by Independent Operator, this community offers modern facilities and a supportive environment for senior living.

Care Options Available

rest home retirement village

Amenities & Facilities

spa
cafe
bar
Statutory Supervisor (Retirement Villages Act 2003 §38)

Covenant Trustee Services Limited

Licensed under FMC Act 2013

The Statutory Supervisor is independent of the operator and certifies annually that the village is operated in residents' interests. If they exercise §43 powers, that means they've stepped in over a concern — a material risk signal.

Contract terms (Disclosure Statement)

Verbatim facts from the operator's filed Disclosure Statement. Material to your decision — an elder lawyer will read these specifically against your draft ORA before you sign.

Deferred Management Fee (DMF)
20% cap on entry payment
By end of Year 1 4%
By end of Year 2 8%
By end of Year 3 12%
By end of Year 4 16%
By end of Year 5 20%
Capital gain & resale terms
Capital gain to resident 100%
Capital loss to resident 100%
Weekly fee review basis
Annually reviewed; 6% inflation adjustment for outgoings

Operational health

From the most recent Disclosure Statement. Strong occupancy + short resale velocity = healthy demand for this village.

Occupancy
0%
0 of 71 units

What the weekly fee covers

Per the Disclosure Statement. Many people are surprised by what's NOT included — get explicit confirmation against your unit's specific contract.

Included

  • ·Rates
  • ·Building Insurance
  • ·Common Area Maintenance
  • ·Grounds Maintenance
  • ·Security
  • ·Fire Protection
  • ·External Unit Maintenance

Not included (extra)

  • ·Power
  • ·Water
  • ·Phone
  • ·Internet
  • ·Personal Care Services
  • ·Medical Treatment
  • ·Hairdressing
  • ·Transport
  • ·Meals

Public records & filings

Every NZ retirement village must file documents with the Companies Office under the Retirement Villages Act 2003. This village's filing history is below.

Filed Document Adviser note
21 Oct 2025 Annual Return
31 Aug 2025 Other filing
Documents Registered prior to 1 September 2025
19 Aug 2022
Disclosure Statement
Filing data refreshed from the Companies Office Statutory Returns Portal (srp.companiesoffice.govt.nz). Each Disclosure Statement contains the village's fee structure, Deferred Management Fee schedule, statutory supervisor, and resale terms. A licensed elder lawyer reads the specific clauses of your Occupation Right Agreement before you sign — see "Find an elder lawyer" below.

About Atawhai Assisi Retirement Village & the area

Atawhai Assisi Retirement Village is located in Matangi, Waikato, New Zealand. Matangi is part of the wider Waikato region, and residents typically have access to local shops, medical centres, parks, and public transport within easy reach. Retirement villages in Waikato range from compact apartment-style communities to larger campuses with on-site care, and Atawhai Assisi Retirement Village sits within this mix.

Atawhai Assisi Retirement Village is operated by Independent Operator. The operator is responsible for running the village day-to-day, including grounds maintenance, community activities, contract administration, and — depending on the village — on-site care. If you are comparing retirement villages, the operator's track record, contract terms (such as the Deferred Management Fee structure and weekly fees), and the speed at which capital is repaid when a unit is resold are usually as important as the village itself.

Care options listed for this village include rest home, retirement village. A village offering a continuum of care lets residents move from independent living to higher levels of support — such as assisted living, rest-home care, hospital-level care, or dementia care — without leaving the community. This is one of the practical advantages of village living compared with staying in a standalone home as care needs change.

Reported amenities at Atawhai Assisi Retirement Village include spa, cafe, bar. Communal facilities matter because they shape day-to-day life — a village with a pool, gym, and lounge tends to support a more active social calendar, while smaller villages compensate with closer-knit communities and lower body-corporate-equivalent fees. Visiting in person is the best way to gauge how lively the facilities actually are.

Questions to ask before signing

If you are weighing up Atawhai Assisi Retirement Village against other options in Waikato, useful next steps are: (1) request a copy of the Occupation Right Agreement and the Disclosure Statement, (2) ask for a written summary of all entry, weekly, and exit fees including the Deferred Management Fee, (3) tour the village and speak to current residents, and (4) take the documents to an independent lawyer experienced in retirement-village contracts before signing. The Retirement Villages Act 2003 requires operators to give you these documents and time to seek advice.

What this page can't answer for you

The cost of Atawhai Assisi Retirement Village depends on facts only you and a licensed professional can put together.

The figures shown above come from the operator's filed Disclosure Statement (Companies Office) and are mechanically correct for the contract terms. But the real cost of moving into Atawhai Assisi Retirement Village depends on your specific situation:

  • · Your KiwiSaver balance, other investments, and how they're taxed (PIE rate vs marginal)
  • · Your NZ Super qualifying situation (single living alone, single sharing, or couple)
  • · Whether you're transferring from selling a family home (and the tax implications)
  • · Your partner's age + health profile (and bereavement / couple-separation scenarios)
  • · Your likely care trajectory + DHB Residential Care Subsidy means-test position
  • · Estate planning — how the Deferred Management Fee affects what your family inherits
  • · Comparison against staying in your current home, reverse mortgage, or Lifetime Home equity release

These are decisions worth $400k–$1M+ of your retirement capital. Talk to a licensed professional.

Why we don't make recommendations on this page: Under the Financial Markets Conduct Act 2013 and the FSLAA 2019 regime, personalised financial-product advice in New Zealand requires a Financial Advice Provider (FAP) licence. We provide mechanical analysis of public-record data — every figure above is sourced and citable. The personalised recommendation belongs to the licensed adviser who knows your full situation. The cost-of-tenure figures shown for Independent Operator's Waikato village come from filed Disclosure Statements; verify against your specific Occupation Right Agreement before signing.

Location & Access

Address

158 Matangi Road, Matangi, Waikato

Region

Waikato

Operator

Independent Operator

Visit operator website →