Decisions about insurance savings and investment are easier and your money goes further if you get organised!

Working 20-65

Achieve your financial targets

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Protect your income

Keep your insurance costs under control

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Saving for Retirement

Know how much to save for retirement - KiwiSaver or something else? 

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Mortgage

Are you paying off your mortgage at a sensible rate?

​We’ll give you specific targets to help you get value for money and reduced risk. It’s called having a plan!

So, yes, we do give insurance, savings & investment advice but also, by helping you with Targets and a Plan, we make your decisions easier and your money go further.

Financial-Circumstances

Investments

Live the dream - but make sure your money doesn't run out!

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How much do I need?

Plan your spending - on yourself or to give away

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Time match

Match how you invest your money with when you want to use it

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Invest it sensibly

Investment diversity to spread the risk

Our Team

Melanie, Glyn & Kathryn

We're the team at Castle Trust. We take the approach "treat your clients like family and you can't go wrong."

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What Our Clients Say

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JS and DL


It’s easy to bumble along feeling intimidated by finances. But now I feel more confident, I think about what options I might have and ask questions to make sure I understand how everything works.
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TB and IH


I like using you as you do all the thinking , you ask all the questions which we don’t know to ask or think of for ourselves. The yearly review keeps everything fresh and relevant to the now.

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BC and KC


Getting our insurance and savings sorted was one of those things that I had just keep putting off as it seemed too hard.  But then I realised that the longer I put it off the harder and more expensive it would get.

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PG and GB


“As a couple we had slightly different views about insurance and investment… and without a common position we took no action. Castle Trust helped clarify the options we both agreed with.

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JH


I was always going to sort out a savings plan for retirement , but one of those one day I must do projects!

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ED


it was only when I met Glyn that I now know that there is a very pleasant way of dealing with finances, with budgeting and not worry about spending money.

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FQ and KG


From the great job that Glyn and his team are doing at educating us we are confident that our money is achieving a good balance between risk and return. We don’t feel the need to micromanage our money.

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FH


If I had started saving for retirement years ago, I could have considered retiring at 65.  I started late, so now I will be closer to 75!

To see what this means for you, book a free 15 minute phone call now