Personalised Financial Planning

Your financial journey is as unique as you are. That’s why your financial plan should be, too.

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

Financial wellbeing looks different for everyone, depending on where you are in life

For some, it’s about setting clear financial goals and making steady progress toward them and mitigating issues along the way. For others, financial planning is about seeking expert advice to build a strategic plan for managing their retirement assets.

Perhaps for you, it’s all about preparing for retirement – ensuring you have the freedom to make decisions based on what’s best for you, not just what you can afford.

How can Castle Trust help with financial planning for me?

At Castle Trust Financial Planning, we know that thoughtful, strategic financial planning is the key to achieving long-term financial wellbeing. We take the time to understand your goals, values, and priorities, crafting a personalised financial plan that aligns with the outcomes you want to achieve.

Our team of experienced financial advisors will be by your side every step of the way, providing expert guidance and ongoing support as you work toward securing your financial future.

Tailored financial planning

Our team takes the time to understand your unique situation and goals, offering advice that’s specifically designed to help you build a strong and sustainable financial future.

Expert guidance for all life stages

Whether you're just starting out, planning for retirement, or navigating the complexities of inheritance, we provide expert financial planning advice at every stage of your life.

Transparency and trust

At Castle Trust Fianncial Planning, we pride ourselves on transparency and integrity. Our clients can trust us to provide clear, honest advice, with no hidden fees or surprises along the way.

Castle Trust offers a wide range of financial planning services designed to meet your specific needs.

Saving, spending and investment advice

Effective investing is about making informed decisions that match your risk profile, goals, and timeline. Whether you’re looking to grow your wealth or start spending in retirement, we can help you with a personalised ‘Saving and Investment Plan’ or ‘Spending and Investment Plan’ and create a diversified portfolio that’s right for you.

Life, income and health insurance

Life is unpredictable, and having the right insurance cover can make all the difference. We’ll guide you in selecting insurance products that protect you, your family, and your business from unforeseen events, ensuring you’re financially secure in the face of life’s challenges.

Mortgage advice

Whether you’re buying a new home or wanting to re-fix your current loan, our mortgage brokers can give you advice to suit your circumstances. Making sure you have the right home loan and repayments can literally save you thousands of dollars. Which means more money for spending today, or saving for tomorrow.

Insurance

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

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Mortgages

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

Get your savings sorted with a plan that is realistic and gives you enough money in retirement.

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Investments

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

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How we've helped Edee and Ryan plan for their future

“Castle Trust have taken a lot of the thinking out of it for us, we think the great thing is that we have a plan in place for our future. If you don’t know where to start, go to Castle Trust and get sorted - and not just for insurance, investing for kids and your retirement planning for the future. They really care”

Personalised Financial Planning

Your financial journey is as unique as you are. That’s why your financial plan should be, too.

Financial wellbeing looks different for everyone, depending on where you are in life

How can Castle Trust help with financial planning for me?

Tailored financial planning

Expert guidance for all life stages

Transparency and trust

Castle Trust offers a wide range of financial planning services designed to meet your specific needs.

Saving, spending and investment advice

Life, income and health insurance

Mortgage advice

Insurance

Mortgages

Savings

Investments

How we've helped Edee and Ryan plan for their future

Edee & Ryan, Brooklyn

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