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Welcome TO SUMMERSET CARE

Welcome to Summerset Summerset is a business that was founded on care. It was the vision of our founder, John O’Sullivan, to create a retirement community that his own parents would be happy to call home. A place that puts the respect for its residents at the heart of everything it does. This philosophy continues to guide us today.

Summerset opened its first retirement village in Whanganui in 1997. Since then we’ve grown to become one of the country’s largest and most respected operators in the retirement village and aged care sector. We have retirement villages around the country, offering fully independent living and a variety of care options. Over 9,500 New Zealanders have chosen to call our retirement villages home, and we think that’s pretty special. Summerset villages are designed and built for their environment, so facilities may vary – but they often include a Divine Café, communal lounge with a large screen TV, piano and pool table, library, and a hair and beauty clinic based in the village centre. Most villages also have a recreational bowling green, swimming and spa pool, and an exercise room.

Wherever you live in a Summerset village, you’ll have access to a range of community facilities, activities and events. And if you’re keen to get involved, there are activities and events that cater to a wide range of resident interests and abilities. There are always opportunities to head to the shops and local community attractions, as well as further afield, in our Summerset courtesy van.

“The carers are just wonderful. They pop in and have a little chat. I do appreciate that.” M U R I EL , S ERV I C ED A PA RT M EN T R ES I D EN T AT S U M M ER S E T BY T H E PA R K

Care you can trust Professional dedicated staff

If you’re looking for extra care and support for yourself, a friend or family member, you can be confident that a home in a Summerset village may well be the right choice for you.

• 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 • Trained professionals who are passionate about aged care • Resident centred, friendly, staff focused on delivering the highest quality care • Should you need care of a type that is available in our care centre, you have priority to transfer (subject to availability and eligibility), so you can stay in the community you love

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

Dementia Friendly accredited

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

Many of our villages cater to residents living with dementia and we have been accredited by Alzheimers New Zealand as a Dementia Friendly Organisation.

• 40 villages and growing • Over 9,500 residents call Summerset home We have adopted a continuous listening approach to drive improvements important to residents. They are surveyed regularly on village life to understand where we can make things even better.

We are proud to be Dementia Friendly Accredited by Alzheimers New Zealand

Ease of transfer within the village

We’ve been voted winner of New Zealand’s most Trusted Aged Care and Retirement Village Brand 2026. And as the winners of Reader’s Digest Quality Service Awards (2024 and 2025).

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• Our continuum of care model means you have first priority when moving into care from independent living, or a serviced apartment if your needs change (subject to availability and eligibility criteria)

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• Easy transfer between homes should your needs change, with no further capital outlay usually required

R etirement Villages

Continuum of care From independent living to our care centre

At Summerset should your needs change you can access support to assist you.

If your home is a serviced apartment, you will be required to purchase one of our services packages unless you are receiving rest home-level care. Should you need a higher level of care we can generally provide rest home-level care into our serviced apartments and up to hospital-level care in our Health New Zealand certified care centres. Access to our serviced apartments and care centre is subject to availability and eligibility.

Summerset villages are designed so that as your needs change you can generally access different levels of support to help you. We call this our continuum of care. You can have confidence of knowing that you can increase your level of support as your needs change.

We also offer rest home-level dementia care in some of our villages. Care options can vary between villages. Please see page 24-25 to see what care is available at villages.

While living in a villa, townhouse, cottage or apartment we can provide support with the likes of cleaning, meals and some personal care. These can be provided as one offs or as a package. You are also able to get support from home care providers into your independent home and into your serviced apartment in some of our villages.***

You can be reassured that our care centre residents are supported by a wonderful team of carers, nurses, kaitiaki (wellbeing assistants) and village staff who truly bring to life every day – our core value of bringing the best of life.

Support and care

Villa, cottage or apartment

Serviced apartment

Care Apartment, Care Suite, Care Room

Fully independent services A range of services as required

Supported living packages Home help and meals, four packages to suit your needs

Rest home care Meals, person-centred care and nursing support

Rest home-level dementia care** Meals, person-centred care and nursing support

Hospital care Meals, person-centred care and nursing support 24/7

Ministry of Health contracted care is subject to certification. * Rest home-level care can generally be provided in serviced apartments, once certified. However, there may be circumstances where your care needs mean this is not possible. ** Excludes psychogeriatric care (specialist hospital-level dementia care). *** Subject to approval. 7

Memory care centre

Independent living with services Services when you may need them

“We’ve made instant friends; there is a real sense of community here.” R A E W Y N , R ES I D EN T AT S U M M ER S E T AT H ER I TAG E PA R K

If you need support, there is a range of packages and services available in our independent living homes.

We also offer support in our villas, townhouses, cottages and apartments should you need a little bit of help to continue living independently. From time to time life may mean you require one-off services or to receive some on a regular basis.

Our homes are designed with our residents and accessibility as a priority. Full of smart and safe living features to ensure our residents have peace of mind and a safe environment to call home.

Some of our services include: • Cleaning • Laundry • Personal shopper • Driver • Meals • Personal and nursing assistance and more Should your needs change, our residents get priority to transfer into our serviced apartments, care centre or memory care centre (where they are offered in the village and subject to availability and eligibility) where you are able to receive higher levels of care. This is our continuum of care philosophy.

Serviced apartments Giving you more time for quality time

Independent living with support close by

Our serviced apartments come with packages that mean we can provide support so you can get on with enjoying village life, while we take away some of those daily chores such as laundry and cooking meals. We require you to maintain a service package that best suits your needs, giving you more time to do the things you enjoy and time to spend with those you love.

Conveniently located with easy access to village facilities and village life, our serviced apartments are a perfect home where we can support you to maintain your independence. Serviced apartments have been designed to provide a comfortable and modern apartment style living full of features and support making them an easier, safer and more enjoyable home for our residents.

If you need a bit more support we generally are able to provide rest home-level care in our serviced apartments.

Serviced apartments offer a double bedroom, a spacious separate living area with kitchenette, storage and an ensuite including accessible shower, grab rails and slip resistant floor. It is your home to furnish with your own furniture and belongings.

There are many benefits to living in a serviced apartment

Ministry of Health Certification The majority of Summerset serviced apartments nationwide are certified by the Ministry of Health to provide rest home-level care.

Make your home your own You can put your own stamp on your new home with your furniture and your favourite pictures on the walls.

A serviced apartment could be right for you if you:

No more worries about maintenance and upkeep

• Want to downsize and move to a warm, modern home • Are living independently at the moment, but would feel more confident with support close at hand

We’ll look after any maintenance to your serviced apartment (other than damage beyond fair wear and tear) so you don’t need to worry about it.

• Want to retain your independence and minimise moves between homes should your health deteriorate

Help just the push of a button away Serviced apartments have a call bell in case you need help from one of our friendly care staff. Call bells are monitored 24/7.

• Wish to remain independent, but need support or active management of medication • Have been assessed as needing rest homelevel care

Supported living and care options Our serviced apartments come with one of our supported living packages providing a range of options to support and suit your needs. If you need a higher level of care, rest homelevel care can also generally be provided in our serviced apartments (subject to certification and your care needs).

There are various costs you’ll need to pay when you first move into a Summerset serviced apartment, while you live there and when you leave. Before moving in you will pay:

While at the village you will pay:

When you leave you will receive:

A deposit.

A weekly fee.

A licence payment.

A fee to cover your service or care package.

Your repayment sum, which is your licence payment, less the deferred management fee and any outstanding charges

Any fees for user-pays services you choose to receive e.g. internet and phone. This fee is based on what you use. Note: you may be entitled to a Government subsidy for rest home-level care.

SUMMERSET SURE GUARANTEE If you decide that Summerset life is not for you, then you can activate your Summerset Sure guarantee. This means if you decide 90 days after moving into your serviced apartment that Summerset isn’t right for you, we’ll refund your licence payment without deducting the deferred management fee (some conditions apply).

Summerset care centres Across Summerset care centres we have a range of care options, with nursing care available on site 24 hours a day, seven days a week.

Care centre

Respite and short term care If you need care while your family is away or while recovering from a hospital stay, you’re welcome at Summerset for short term or respite care (subject to availability and eligibility criteria). You can stay with us for one day through to a month or longer. You may qualify for respite care funding. Contact your Needs Assessment Agency or discuss with the Care Centre Manager.

We know that moving into care can be a challenging time so our staff are trained professionals who are passionate about aged care and are there to make the move as easy as possible. Our resident centred model means we get to know you so we can understand your preferences to provide more personalised care.

Understanding the costs of care

Living in our care centre is subject to availability and eligibility.

Care apartments

Care can be paid for privately or be partially or fully subsidised by the Government. The subsidy you are eligible for is subject to asset and income testing and is determined by Work and Income New Zealand (WINZ). A NASC assessment will determine the level of care you require.

Some of our villages offer care apartments. These apartments will provide both rest-home and hospital-level care (subject to certification). Each apartment features a modern kitchenette* with tea making facilities and a fridge, an open plan living and dining room, plus a separate double bedroom with a large ensuite.

Our care apartments and the majority of our care suites are purchased under an Occupation Right Agreement on a licence to occupy model.

Care suites Our care suites can provide both rest-home and hospital-level care (subject to certification). Our suites can accommodate a comfortable chair, other small furniture items and personal belongings. Some suites include a kitchenette* with tea making facilities and a fridge.

If you are assessed as needing long term residential care the maximum standard care fee you pay is set by Health New Zealand, and the charges can vary region to region. This care fee is payable separately to the purchase of an Occupation Right Agreement.

Sky TV and a phone can be added at an additional cost.

You can talk to your Sales Manager about the costs of living in the care centre – they’ll be happy to answer all your questions and provide full details.

Kitchenettes in care apartments and suites do not feature cooking facilities.

Memory care courtyard designs vary across villages

Summerset memory care centre Specialist rest home-level dementia care.

“We’ve found a place we can give mum the dignity she deserves… with the knowledge that mum is taken care of” D ELW Y N , DAU G H T ER O F A R ES I D EN T AT T H E S U M M ER S E T ROTOT U N A M EM O RY CA R E C EN T R E

Memory care centre

Residents can choose from a range of spacious accommodation options and many memory care homes have a view of landscaped gardens.

Summerset’s memory care centres are designed using international research and best practices to enhance residents’ wellbeing and provide the best quality of life for those living with dementia.

All memory care centres have call bells which are monitored 24/7, so help is just the push of a button away.

Our memory care centres provide modern and comfortable accommodation, which enables residents to continue to lead active, positive lives in a safe, secure and homely environment.

Memory care apartments Our memory care apartments offer a double bedroom, an ensuite bathroom, a generous lounge, a dining area and a kitchenette,* including a fridge/freezer.

We are committed to providing the best of life care for residents requiring specialist dementia care, and understand everyone’s needs are very individual.

Memory care suites Our memory care suites offer residents their own comfortable suite with private ensuite with a kitchenette,* including a fridge/freezer.

We aim to know what is important to residents before they move in - usual daily routines, interests and hobbies, likes and dislikes. This means staff know how to support and enable residents as they adapt to their new home and every resident has personalised plans including a care plan.

We take great care in helping choose the ideal environment and will recommend the setup that best supports the residents’ daily comfort and overall well-being.

We are proud to support people living with dementia get the best out of life and have been accredited by Alzheimers New Zealand as a Dementia Friendly organisation. We recognise that residents living with dementia are still very active, so spaces are well considered, enabling freedom of movement and space for personal belongings.

We’re proud to be Dementia Friendly Accredited by Alzheimers New Zealand

Kitchenettes in memory care apartments and suites do not feature cooking facilities.

Summerset support packages We offer a range of packages to support in our independent homes* and serviced apartments to allow you more time to do the things you enjoy. Supported Living Essentials

Supported Living 5

Supported Living 7

Supported Living Plus

Provided in villas, cottages, townhouses, apartments and serviced apartments

Home help • Bed and towels changed and laundered weekly

Home help • One hour of cleaning every week • Bed and towels changed and laundered weekly

Home help • One hour of cleaning every week • Bed and towels changed and laundered weekly • One 5kg load of personal laundry washed, dried and folded three times every week

Meals • Standard main meal and dessert five days a week

Meals • Standard main meal and dessert five days a week • Morning tea daily

Meals • Standard main meal and dessert seven days a week • Morning tea daily

All meals are enjoyed in our dining room

Meals • All meals; breakfast, lunch and dinner and dessert daily • Morning tea daily (for a cost meals can be delivered, but it is recommended in the dining room for socialisation)

All meals are enjoyed in our dining room

Independent living homes include villas, cottages, townhouses, and independent apartments.

Summerset care offering Should you require a higher level of care our care centre offers up to hospital-level care and specialist rest home-level dementia care in our memory care centre. All care is subject to availability and eligibility, including a NASC assessment to confirm the level of care required and that Summerset can meet your needs.

Rest home care and specialist dementia care*

Hospital care

Can generally be provided in a serviced apartment or in our care centre or memory care centre

Provided in our care centre

Nursing care • Clinical oversight 24/7

Nursing care • Higher level clinical care led by our nursing team, 24/7. Designed for residents assessed as needing hospital-level care

Diversional therapy • Daily activities and entertainment for residents individually and in groups

Home help • Weekly cleaning and a daily light clean (emptying rubbish bin, cleaning the bathroom basin and toilet and over bed table)

• Linen, towels and personal laundry washed,

dried and folded

Personal care • Assistance with dressing and getting ready for the day

Personal care • Assistance with dressing, getting ready for the day and mobilising if required

Meals • Nutritious meals; breakfast, lunch and dinner

• Medication supervision as required • Assistance with bedtime routine • Assistance with showering

• Medication supervision • Assistance with bedtime routine • Assistance with showering

• Daily morning and afternoon tea along

with a supper service

Delivered to your room or serviced apartment, or served in the dining room *

Delivered to your room or served in the dining room

Specialist rest home-level dementia care is only provided in our secure memory care centre. See page 24-25 to see other villages that offer our specialist rest home-level memory care.

Making the decision to move into a retirement village and choosing the right level of support and care can be difficult. So it’s important to get the best information and seek the right advice. • Involve your family and friends in your decision • Get independent advice from a lawyer, ideally with experience in retirement village matters • Talk to your GP or other health professionals about the level of care you may need • Costs of rest home and hospital care vary from village to village. Talk to the Care Centre Manager or Sales Manager about the costs of living in a Summerset village

If you’re considering rest home-level care, hospital-level care or specialist dementia care, there are a few further things to think about. 1. NASC needs assessment

Once you’ve made your decision, we’ll talk you through our Resident Admission Agreement. This legal document sets out the responsibilities of both Summerset and the resident, and the conditions on which you can stay with us, and must be signed prior to you receiving care.

If you have an age-related disability which is likely to continue for more than six months and makes it hard for you to do what you should be able to do on your own, you are eligible for a NASC needs assessment. This looks at how much and what kind of assistance you need to live comfortably, as well as taking into account what you want from life, your resources (including friends and family) and your physical abilities.

4. Occupation Right Agreement If the room you are moving to is sold under a Occupational Right Agreement, there will be an Occupation Right Agreement and other associated documents sent to your solicitor, as you are required to obtain independent legal advice prior to signing. Memory care apartments and suites are required to be purchased under an Occupation Right Agreement*.

You may have already received a NASC assessment, but if not, the assessment request can be made by the person needing care or by a family member, friend, GP, district nurse or carer. To find out more about the NASC needs assessment process, you can download a copy of “Needs Assessment and Support Services for Older People — what you need to know.” from the Ministry of Health website www.health.govt.nz

5. Enduring Power of Attorney (EPOA) An EPOA is a document where the resident has appointed someone they entrust to make decisions for or on their behalf. Residents need to have an EPOA for personal care and welfare or court appointed welfare guardian. They also need an EPOA for property or court appointed property manager.

2. Obtaining a subsidy If you have been assessed by the local Needs Assessment Service Coordination agency ( NASC) as needing aged care, you may be eligible for a residential care subsidy.

The EPOAs need to be provided to Summerset prior to move in. We need both sets of EPOAs to keep on file, as required under the Occupational Right Agreement.

WINZ will look at your assets and income and based on these, work out how much you have to pay towards the cost of your care.

Health information will only be shared with the authorised representative (EPOA) of the resident.

For more information about the residential care subsidy, visit the WINZ website www.workandincome.govt.nz

Note: Assessment of a resident’s decision-making capacity is different from undertaking an assessment of mental incapacity for the purposes of activation of an EPOA. Only

3.Resident Admission Agreement

a health practitioner who is registered with the Medical

If you’ve been assessed as requiring rest homelevel or hospital-level care, we’ll let you know immediately whether or not there’s a place available in the village of your choice, or if there is a place at another Summerset village nearby.

Council of New Zealand can complete that assessment and provide the certificate required.

Excluding Levin which has rooms available under a daily premium and do not require and ORA.

No doubt you’ve got questions Making a move to our village 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 the Sales Manager or Care Centre Manager. Q: What levels of care do you offer?

Q: Do I need a package with my serviced apartment

A: We offer a continuum of care, from individual services and service packages. Rest home-level care, hospital-level care and rest home-level dementia care (memory care) is also provided in several villages. There are some types of care that we don’t provide, such as psychogeriatric care and certain types of medical care. Care is subject to certification, as well as availability and eligibility (see table on page 24 for specific care types provided at each village). If you require a level of care that we don’t provide, or if we do not feel we can meet your needs, we will do our best to assist you to find an alternative provider who offers the care you need.

A: Yes, you must purchase and continue to maintain a service package with Summerset for your serviced apartment, unless you are receiving rest home-level care. Q: What happens if I need care and the care centre is full? A: It is uncommon that we do not have care available. If we are unable to provide the care you need, we will work with you and your family to assist you in finding a room at another facility. Q: Can I bring my existing home care services with me? A: At some villages you may be able to continue to receive support from your home care provider if you are in an independent home or if you are in a serviced apartment (subject to our approval).

Q: What does certification mean? A: Hospitals and rest homes as providers of residential disability care need to meet Ngā Paerewa Health and Disability Services Standard NZS 8134:2021. They are audited against the standards. Copies of audits are available from the Ministry of Health website www.health.govt. nz/your-health/certified-providers/aged-care

Q: Do I have to pay anything to transfer? A: You don’t usually have to make any capital outlay to move between an independent home and a serviced apartment, memory care apartment or suite, or care apartment or suite within the village. 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 between homes of the same type (e.g. serviced apartment to serviced apartment). However, the transfer admin fee does not apply if you transfer to a higher level of care within the village, such as from a villa or apartment to a serviced apartment or the care centre. You will

Q: When is care available in a village? A: Care is available once the care centre is open. Q: Can I move between homes within the village? A: Absolutely. Our continuum of care model means you have priority to move between homes or into the care centre if your needs change (subject to availability and eligibility criteria) and with no further capital outlay usually required.

have to pay any fees and charges associated with the home you move to, such as a deferred management fee, dual occupancy fee (if applicable), or fees for care and support services.

villages. Please speak with your Sales Manager for information on costs and services.

Q: What happens if we are a couple and purchase a care apartment or serviced apartment and one of needs to transfer into care or memory care?

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 care or services charges and any other outstanding charges. The Summerset Sure 90-day money back guarantee does not apply if you pass away or leave for health reasons.

Q: What happens if I change my mind after moving into my serviced apartment?

A: A dual occupancy fee of 10% may be applicable to you if you are joint residents and one of you remains in your care apartment or serviced apartment and the other transfers to a care or memory care suite at any Summerset village, as you will occupy two homes. Q: Does Summerset guarantee residents a place in its care centre? A: Summerset residents have priority access to our care centres over non-residents. Access is subject to availability and eligibility and Summerset being comfortable we can meet your needs. However, we are generally able to accommodate residents and it would be rare for us to be unable to find you a room.

Q: What happens if I change my mind after moving into my memory care apartment, care apartment or care suite? A: Our Summerset Sure 30-day moneyback guarantee means that you will get a full refund without any deduction for the deferred management fee if, on the expiry of 30 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 and care or services charge and any other outstanding charges. The Summerset Sure 30-day money back guarantee does not apply if you pass away or leave for health reasons.

Q: What happens if you cannot provide the care I need? A: If we are unable to provide the care you need, we will work with you and your family to assist you in finding a room at another facility. Q: What are the charges for my care room A: Our care apartments and suites are generally purchased under an ORA meaning you have cost certainty. The ORA price varies across

Q: What are the specific care types provided at each village. A: This table shows the levels of care provided or under development at each of our villages as at July 2026. Care is subject to availability and eligibility, including a NASC assessment and Summerset being comfortable we can meet your needs. Region

Location

Village

Northland

Whangarei

Summerset Mount Denby

Auckland

Warkworth

Summerset Falls

Hobsonville

Summerset at Monterey Park

Ellerslie

Summerset at Heritage Park

Manukau

Summerset by the Park

Karaka

Summerset at Karaka

St Johns

Summerset St Johns

Milldale*

Summerset Milldale

Hamilton Fitzroy

Summerset down the Lane

Hamilton Rototuna

Summerset Rototuna

Taupo

Summerset by the Lake

Cambridge

Summerset Cambridge

Katikati

Summerset by the Sea

Papamoa Beach

Summerset by the Dunes

Napier Greenmeadows

Summerset in the Bay

Hastings

Summerset in the Orchard

Havelock North

Summerset in the Vines

Napier Te Awa

Summerset Palms

Waikato

Bay of Plenty

Hawke’s Bay

Support and Services Package

Available once the village centre is open.

Rest home care

Hospital care

Specialist dementia care

Region

Location

Village

Taranaki

New Plymouth Vogeltown

Summerset Mountain View

New Plymouth Bell Block

Summerset at Pohutukawa Place

Whanganui

Summerset in the River City

Palmerston North

Summerset on Summerhill

Levin

Summerset by the Ranges

Paraparaumu

Summerset on the Coast

Kenepuru

Summerset on the Landing

Aotea

Summerset at Aotea

Trentham

Summerset at the Course

Waikanae

Summerset Waikanae

Lower Hutt

Summerset Boulcott

Nelson

Summerset in the Sun

Richmond

Summerset Richmond Ranges

Blenheim*

Summerset Blenheim

Wigram

Summerset at Wigram

Avonhead

Summerset at Avonhead

Casebrook

Summerset on Cavendish

Prebbleton*

Summerset Prebbleton

Dunedin

Summerset at Bishopscourt

ManawatuWhanganui

Wellington

Nelson/ Tasman/ Marlborough

Canterbury

Otago

Support and Services Package

Available once the village centre and care centre is open.

Rest home care

Hospital care

Specialist dementia care

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.

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*. *Some terms and conditions apply.

Explore Summerset’s Guide to Care video series – a helpful resource designed to support you through every step of transitioning yourself or a loved one into care. www.summerset/guide-to-care

Where you can get more support and information Work and Income – 0800 999 727 or www.winz.govt.nz (search “residential care subsidy”)

Ministry of Health www.health.govt.nz Dementia New Zealand www.dementia.nz

NASC – www.nznasca.co.nz/services/ older-peoples-nasc-services/

Alzheimers New Zealand www.alzheimers.org.nz

Notes

Please make any notes on this page.

Care you can trust

0800 786 637 summerset.co.nz

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