Financial advice for life 

Person juggling financial assets - investments, insurance, mortgage and savings.

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.

Book your FREE initial consultation

Your better financial future starts here:

Icon showing insurance advice for an insurance broker

Insurance

Create an insurance plan to suit your budget, and protect the things you love.
Find out more
Mortgage icon

Mortgages

Find the best rate for your home loan, so all you need to think about is the home you want.
Find out more
Savings Piggy Bank

Savings

Get your savings sorted with a plan that is realistic and gives you enough money in retirement.
Find out more
Pile of coins ready for investing

Investments

At retirement you need investments you can spend now and investments to grow for future spending.
Find out more

Our Disclosure Information

Contact

Richmond office: 278 Queen Street, Next to the library
Phone: 03 544 1428
Motueka office: 217 High Street, Opposite Elevations
Phone: 03 528 4184
admin@castletrust.co.nz
Castle Trust Financial Planning logo white
© 2023 Castle Trust Financial planning. All Rights Reserved. Disclosure information. Privacy Statement.
chevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram