I didn’t have the confidence to invest independently. I needed someone with the knowledge and experience to advise and explain. Castle Trust has taken the worry out of investing. I like having someone local that I can call on any time and know that I’ll get help or questions answered straight away.


There are actually people that worry about money because they have quite a bit.  I was one of those. I needed to change that, but it was only when I met Glyn that I now know that there is a very pleasant way of dealing with finances, with budgeting and not worry about spending money.  Personally, I now have a knowledgeable person encouraging me to enjoy spending a bit more than I was used to, knowing there is plenty and I am not going to run out.


From the great job that Glyn and his team are doing at educating us we are confident that our money is achieving a good balance between risk and return. We don’t feel the need to micromanage our money.


Having someone local that could explain the ins and outs of transferring my UK pension was so helpful. I’m now able to factor in my pension to my retirement plan and know it’s invested properly.


I was always going to sort out a savings plan for retirement , but one of those one day I must do projects!


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.


Made it very easy to understand, used real speak not jargon and i loved the whiteboard with graphs!


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.


The team was so helpful when it came to structing our loans for our new investment property. They made all the difference in securing the financing we needed. Highly recommended for property investors wanting great advice.


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 adviser 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.
Book now


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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