Book your free phone consultation now

We help ordinary people get their finances sorted. Whether the focus is getting a mortgage, saving for retirement, insurance or investing we’ll help you define a plan that suits you and what you’re trying to achieve.

Use the online booking form above to book a free 15 minute appointment. This can be either on the phone or in our office. Alternatively phone 03 528 4184 or email admin@castletrust.co.nz.

The purpose of the 15 minute chat is to help you decide if Castle Trust can help you. We’ll explain what we do and see if that matches what you need. It’s entirely up to you how much information you want to provide during this initial conversation. We can’t give specific advice.

No. It’s just a preliminary chat.