We’re here to help you get your finances organised. Decisions about insurance, savings, mortgages and investment are easier and your money goes further if you have a plan.
Anna - May & the team have been really helpful with improving my financial literacy & setting me up for success with my goals. They are not afraid to learn from each other, present options to me & still allow me the autonomy to choose for myself. They are really warm & friendly too which makes them easy to work with including remotely. I am impressed with their hospitable service.
I have enjoyed the experience that we have had with Castle Trust. The team are very knowledgeable and made the whole process quick and easy. We have so far upgraded our kiwi saver and are now in the process of changing our insurance policy's from there recommendations. I would highly recommend using Castle Trust.
I found Anna-May very professional and passionate about financial literacy, and planning for my future. I thoroughly enjoyed planning my goals for the future, and really look forward to continuing my investment journey under her guidance!
Castle trust has been great to deal with for health insurance. They made it easier to understand and compare and were available to answer all questions quickly. Highly recommend, thanks!
Highly recommend the advice and service provided by Kathryn and the Castle Trust Team. I really appreciate the genuine care, understanding and actionable advice that they have provided to me over many years and throughout my changing circumstances.
Glynn and the team at Castle Trust have helped us feel confident and comfortable about looking forward to our retirement. Their straight forward and personal advice has made us believe‘we’ve got this’
The team is amazing - especially Anna-May, Melanie and Chevaun! I've never had consultation with finances before, and the team was so helpful with getting me sorted, as well as a plan for the future. We sorted my kiwisaver, discussed plans for future mortage, and other options. Would definitely recommend for other young people looking to check their financial plans
My Experience was fantastic!!Anna -May carefully walked me through all of my options.I have just claimed my first surgery on NIB and have had the first completed and it was so worth every penny.I would highly recommend Castle Trust Finacial Planning
My husband and I went to see Castle Trust when we both realised we need help to put our finances in order. Understand where our money is going and we can make best use of our finances.The team at Castle Trust took all the hassle from us and got our planning done in a way that was easy for us to understand and to be honest we never felt so secure about where we are going and how to get there. It gave us a peace in mind of things are not great yet but they can be and this what we need to do.Highly recommend them to anyone wanting to know what their Financial future looks like.
Castle Trust have been very helpful with my financial situation.They are very thorough and make everything super clear and easy to understand each process. Highly recommend
Annamay guided us through some older insurance policies that we had had for many years. The instruction and advice Annamay has given us has been really financially freeing! We have paid massive premiums through another company for many, many years and never received any ongoing advice and certainly not breaking it down as AM has. We feel AM advice, knowledge and understanding of our financial needs moving into the retirement stage of our lives has been so helpful and saved us some dollars also.We wouldn't hesitate to recommend AnnaMay to anyone needing good solid and professional advice on any financial situations from trusts to insurance! We are only sad that we didn’t originally take our advice from AnnaMay and Castle trust!
The whole team have been magnificent with helping my partner Chatrina & I in buying our first house. We both work lots so having a team of people doing paperwork & finding the best options & deals really saved us alot of time. They helped us from pre purchase approval & the whole way through buying , mortgages , & even personal morgage insurance. They also help me with my personal finances now too. Would highly recommend! Many thanks to everyone at the Castle Trust team! Hopefully you can help in our first business venture too 😀
Have been dealing with Glyn and Castle Trust for over two years now and we have been very happy with the advice we have been given and the way our funds have been looked after. While Castle handle everything with the professionalism you would expect from a financial planning company they are also friendly and very easy to deal with.
I met with Kathryn on one occasion where she started work early to accommodate me which I was grateful for. Her advice felt completely professional and trustworthy even though it meant I didn’t require her services. I’d met with other advisors but her recommendations rang most true factoring in my personal goals and circumstances. Really appreciated the clarity, transparency and consideration. She also initiated a conversation about protecting assets in relationships which is important for everyone to understand. Thanks Kathryn
We used Chevaun to help us get our first mortgage and I recommend very highly! She took the stress out of all the paperwork and answered all of my rookie questions without judgment and always with kindness.She made buying a first home a breeze! If your looking for a mortgage broker look no further!
The team at Castle Trust are awesome. They made our first home buying experience so easy. Thank you so very much Stuart and Chevaun. Couldn't have done it without you
I have been really happy with the help that Anna-May, Melanie and the rest of the Castle Trust team have provided. Right from the initial meeting, things were made clear and easy, and when I needed clarification, they were quick to respond. I would highly recommend anyone using Castle Trust for the knowledge and friendly approach they provide.
Castle trust were very helpful getting our mortgage and sorting insurance with us. We definitely felt well looked after along the way with constant checking in and were happy to help with whatever we needed, no question was a stupid one. Very friendly informative staff, highly recommended!!
Anna-May has been a joy to work with. I was completely overwhelmed by the process of reviewing my insurance and she made it simple and straightforward. Not only is she a lovely, kind and considerate person, she really wants the best for people - no sales pitches or side agendas in sight. I feel really assured knowing my family has the right cover and appreciate Anna-May and Melanie's time - and patience while we worked through each step. I would 100% recommend Castle Trust to anyone thinking insurance is way "too hard".
Initially we went to see the Castle Trust team at their Motueka office and have since dealt with the Richmond Office for convenience of location. The advice we have received from Glyn and the team in their offices has been life changing, challenging, thought provoking and so very appreciated. Because of the great investment advice and implementation we are now in a far better situation for our retirement and/or early retirement. They are very easy to deal with, approachable and honest...no questions are silly ones. Highly recommended.
A winning combination of personable, caring staff and professional financial advice with a weight of experience and knowledge to back it up. Have advised us on personal financial matters for many years and I always feel better after talking to them. Highly recommended.
After been told we have no chance of getting our first home from another adviser we were recommended castle trust. We sat down with Chevaun and Stu at very short notice and straight away we were filled with confidence and believe that we can actually get our first mortgage and there were plenty of options out there. The team done there research and in no time we had a plan and it was all go for us to get our first home. Our situation was a little different as we used the kainga ora first home loan but chevaun and Stu made it very easy and ultimately got us in our first home and also got us good intrest rates (for the current times)We cant recommend castle trust enough and we will he using them going forward for sure.Thanks so much teamJames & Aisha
Fantastic team! We were trying to buy a house after just having a baby and being on one income. We had very negative experiences with other mortgages brokers but these guys said there will be a way and they found one. A few months later we brought our house.Very easy to talk to and always happy to answer questions. They took us through the whole process from start to finish, very patient and positive.Definitely recommend!Thank you so much!
The team at Castle Trust have been helping us with insurance and financial planning for years, they are always there to listen and help, and give great advice.Recommend them to anyone who wants advice from an experienced team that give great service.
The Team at Castle Trust were absolutely amazing and I couldn't recommend them more! They worked with us to achieve our dream and made everything so easy and simple and we are so grateful!
Thank you team, you continue to look after Mark and myself very well on the financial front and I am looking forward to the next step in planning our financial future. Have people you know assisting in this area makes such a difference, especially when they really do care. Its five stars from me.
Could not recommend this company enough! We have had mortgage and financial planning advice and the incredible team have help guide us every step of the way. Personable and top notch service!
We've never had a financial advisor before so finding someone to trust to have our interests at heart is important especially when thinking about the future. Anna May has been professional, supportive and friendly in our dealings with our financial future. I would highly recommend Castle Trust and their team for advice on all your financial endeavours.
They were really helpful when purchasing our first house. Then went out of their way to make sure we had the best insurance policies, kiwisaver provider and made us a financial plan. It was super easy and I'd recommend them to anyone.
Stu and the team at Castle Trust made my first ever mortgage an absolute breeze. They were always available on the end of the phone to answer any of my rookie questions happily. They even have an in house insurance broker who will contact you to see whether they can help with anything. I would highly recommend them to anyone looking to get a mortgage and who appreciates first class service. A++
Your better financial future starts with a conversation with one of our financial experts. We offer 30 minutes free consultations to help give you peace of mind that we can help you where you need it most.
