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.

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Your better financial future starts here:

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


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


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


At retirement you need investments you can spend now and investments to grow for future spending.
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Based on 20 reviews
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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
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".
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 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.
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!
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 here

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.
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Richmond office: 278 Queen Street, Next to the Library
Phone: 03 544 1428
Motueka office: 217 High Street, Opposite Elevations
Phone: 03 528 4184
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