Thank you — your booking is confirmed

We're looking forward to meeting you. Whether you're just starting to think about your financial future or you've got a specific question in mind, we're here to help. Here's what happens next.

Check your inbox

Your confirmation email is on its way with all your appointment details.

If it hasn't arrived within a few minutes, it's worth checking your spam folder - or give us a call on 03 544 1428 and we'll sort it out.

What do I need for the meeting?

At this stage, there is no need to bring anything. This is a general initial conversation for you to understand what we do and whether we can help.

Castle Trust Office

Coming into the office

You'll find us at 278 Queen Street, Richmond, right next to the library.

Free parking is on Queen Street or in the Harkness Car Park (beside Richmond Library)
which you can access from McIndoe Place or McGlashen Avenue.

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Booked a phone or video chat?

There's nothing more you need to do. Your adviser will call you at your appointment time using the details you gave us.

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Plans change? No problem

Life happens. If you need to move your appointment, you can reschedule from your initial appointment email or call us on 03 544 1428.

Castle Trust Team

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.
Book now

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