Financial advice for life 

Glyn and Esther at Castle Trust have presented us with a retirement plan that has given us confidence and a sense of security with our finances, as we move forward. Throughout their guidance and consultation there was always transparency, honesty and an easy to understand process. Glyn’s good humour and professional approach to tailoring our prospective plans to our personal financial situation was greatly appreciated and valued. At no stage did we feel pressured or misunderstood. The entire planning process was an enjoyable learning experience. Derek and Jan

Super open to talk about options and have offered suggestions and benefits I did not even know I had access too.

Couldn't be happier with my experience with the mortgage team. We were successfully guided through the whole application process with great, friendly advice and the team were always quick to respond to any queries we had. Would highly recommend.

We are so grateful to Castle Trust for helping us buy our first home. We received great advice and it was so helpful to have someone at the end of the phone to answer questions during the buying process. They were always very patient and no question was a silly question. Highly recommend!

Easy and fast

Kathryn and the team at Castle Trust are brilliant! The first consultation was very invaluable, Kathryn took time to understand my needs and plan with money to give me the best advice. She was very knowledgeable and explained everything in a way that was super easy to understand, I immediately felt well-informed and knew I was in good hands. Their effort and communication while setting things up for me was top tiered. I'm looking forward to continue working with the team in the future!

Easy straight forward and very helpfull to get everything sorted and do what I needed to do. Recommend this company

We have found the entire Castle Trust team to be professional, kind and caring. It is great to have your financial advisor & mortgage broker local and working together making sure your wealth plan stays on track. Our financial future looks brighter having these super stars guiding us.

Anna-May and the Castle Trust team have provided expert financial advice and guidance. When things go wrong, they are the people you want in your corner. Kind, clever and trustworthy.

This team of absolute legends assisted us in buying our home, mind you I shouldnt say assisted us as they did everything. We worked with Chevaun and Melanie and the process was made easy. Going forward I wouldn't hesitate to use this team again. A absolute team of superstars.

Glyn and his team have been excellent in guiding us towards a retirement that we will be able to enjoy, not just survive. I just wish we had talked to them a lot earlier in our life. Glyn will tell you how it is (not how you think it should be) in easy to understand language.

It gives us great pleasure to write a testimonial for Glynn and Esther at Castle Trust Financial Planning, We approached them in May last year for advice on investments for our retiral. From the onset,Glynn and Esther were extremely approachable and helpful and took us step by step though our financial options with weekly meetings over the month of June. Neither of us had a financial background[Don retired obstetrician and gynaecologist and Eva a Registered Nurse] Both Esther and Glynn were extremely patient with us. When we decided on a portfolio ,they took us through the investment process itself, again with patience and good humour! Nothing could have been easier! We have no hesitation in recommending them to you.

I've refinanced mortgage through Castle Trust several times now. Stu's friendly approach and industry knowledge\experience has been invaluable to me. He's always managed to provide the right solution for my Mortgage needs as well as providing good ideas & advice regarding future financial planning. I would highly recommend using the team at Castle Trust Financial Planning.

The staff were very efficient, friendly, helpful and they went the extra mile.

Fantastic service. Highly recommend. Has already saved us and made us money. Th best decision we have ever made was to book an appointment with these guys!

We had a great experience with Castle Trust. They took the time to understand our situation, explained everything clearly, and provided advice that felt genuinely tailored to our needs—even while we were working to some very tight deadlines. The entire team was professional, responsive, and easy to work with throughout the process. We would highly recommend their services.

The entire team at Castle Trust goes above and beyond to help anyone and everyone out. We were so supported and informed every second with our home purchase, we had been working with another top Nelson broker for 6 months and they failed to secure us our loan last minute, so we went to them and they all worked with us in a matter of 2 days, 1 night and got it all right! An incredible, hardworking team that I highly recommend to everyone seeking financial life advice and buying a home.

Thank you Castle Trust Team, We experienced your service as Friendly, informative, efficient, prompt and , thank you, profitable.

Glyn, Esther and the team really look after your money. The updates and personal service are excellent

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.

Amazing experience dealing with Castle trust. They got us the best mortgage rates we could find and some cash back. We’ve also taken advice for investing for our children. Couldn’t be happier. Thanks Castle Trust 😊

My wife and I, and our children in Wellington and also in America, have had first class advice from Castle trust. We are delighted that we have put ourselves in their capable hands. Not only have we received very wise Financial Planning advice, (encouraging us to spend our money while we are still alive!) our investments have grown far more than the reputable company with which we had them before. We cannot recommend their services too highly. They are an excellent company.