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About Us

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Melanie, Glyn & Kathryn; we're the team at Castle Trust. We've been in business since 2008 but Glyn has been a financial adviser in the UK for 30 years. We take the approach "treat your clients like family and you can't go wrong". 

Our Clients

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Families come in all shapes and configurations! Have a look at some of our typical clients - older, younger, multiple generations, farmers, blended families - we tailor our advice to make sure it works for you and yours. 

Our Services

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Providing financial security for your family in the event of illness or death, planning for retirement, investing lump sums, farm or business succession planning – these are all financial planning issues which can be helped by sensible, practical use of life insurance, investments or trusts.

Real Plans for Real People

Castle Trust Financial Planning - helping achieve your financial goals and protecting the ones you love along the way. 
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0800 121 123
03 528 4184
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info@castletrust.co.nz
Contact Castle Trust Financial Planning on 0800 121 123 for an initial, no obligation free chat. 

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