Financial advice for life 

If you need financial advice, or you need help to navigate the various banks, their regulations and their annoying conditions, or your unsure of your lending power and worth to the banks, and like me, prefer, a few options to be presented in order for you to make the best financial decisions for you and your whānau, then look no further, Castle Trust is it!

Here’s my quick experience with Castle Trust. I recently moved a relocate-able, refurbed, 1922 bungalow onto a section in the Wairarapa. Sounds straight forward right? It was NOT. But hey, they were there the whole time, answering my million phone calls and emails and when you know nothing about the financial world, like me, then we need professionals like the team at Castle, it allows you to focus on other areas of your life that are important, while they do their thing in the background and provide you with best financial options. Borrowing money is stressful, so let them carry some of that burden for you.

Two names you need to know: Chevuan and Stu. They are problem solvers and explain complex things, simply. They were massive for me, in achieving my goals.

Anyway, this was only the first project, and I’m ready for the next one.

Who have I chosen to partner with next?

The team that’s proven, that’s Castle Trust.

Chevaun and Rebecca were fantastic to work with! Thank you so much for all of your help.

We are a retired couple that really needed some advice with regard to a small amount that we wanted to invest. After talking to Glyn we came away with a far clearer view of what we needed and should do. Glyn certainly cleared up a lot of our preconceptions. We now have ideas of our options for our personal finances and will certainly be using Castle Trust in our further requirements.

I've trusted Castle Trust for 7 years with my future planning needs, from retirement investments to insurance. Glynn and the team provide genuine, easy-to-understand advice and ongoing support. Highly professional and reliable—I'd highly recommend them to anyone seeking expert financial guidance.

As a young family with a big mortgage and no savings, we thought we had nothing to gain from a financial planner but Castle Trust quickly identified ways to loosen our belts, put some aside for various insurances and luxuries, and use our money wiser. It is actually for any pay bracket, and these guys continue to check in and find better solutions, like moving kiwi saver, finding solid investments, and doing all the adulting. 10/10

Anna-May has been great with getting our insurances and kiwi saver sorted. Friendly and patient. Thanks you for all your help.

I wanted to help my mum make good financial decisions to set herself up for retirement but I don’t have the experience to help her. So, we looked up a financial planner in her area and found castle trust. She was a little nervous about going to see someone as it’s not something she’s ever done before. I encouraged her to go for an initial meeting with Glyn. He was so kind and understanding and immediately made her feel at ease. We had a few more meetings where he explained everything to her and even involved me in the meetings via zoom to help me understand the advice she was getting. A very good experience, I highly recommended Castle Trust for anyone who wants to secure their financial future. If you’re unsure and it feels intimidating or overwhelming, don’t worry, Glyn will walk you through everything and make it straightforward and even enjoyable!

So grateful for Chevaun and Castle Trust for helping us reach our goal. The advice and commitment we received was amazing. Quick and easy responses, Chevaun and Stuart helped keep us on track. 100% recommend Castle Trust.

I have found Anna-May extremely understanding and helpful. Coping with Life Insurance as one gets older can become quite a burden and it is reassuring to have options explained and outcomes clarified. Anna-May has always been empathetic, with sound, fully informed advice.

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.

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!

Lovely people, great advice! Have helped us an incredible amount, will be recommending to everyone

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’

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

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 😀

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!

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!

Great service, support and advice from Anna-May and the team at Castle Trust. I cannot recommend them highly enough.

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

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

Fantastic service. used for buying first home and setting up insurances etc. will be a repeat customer for sure!

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".

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 team
James & 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 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.

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.

Great team ! Deliver what they advertise and very approachable and honest. We highly recommend

Great team ! Deliver what they advertise and very approachable and honest. We highly recommend

Extremely helpful with all aspects of mortage and insurance. Highly recommend these guys!

Extremely helpful with all aspects of mortage and insurance. Highly recommend these guys!

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++

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++