Insurance : Investments : Financial Planning

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.

Castle Trust Financial Planning offers insurance, investments and financial planning advice. We can help you insure the things that matter most – your health, life, and income. We work with you to develop retirement and investment plans.

All insurance, investment and planning advice is individually tailored for you and your family by professional financial advisers.

Our office in Motueka helps clients both in the Nelson/Tasman region and throughout New Zealand.

If you want to discuss your own situation with one of our advisers please contact us for a free initial consultation on 03 528 4184 or 0800 121 123