Insurance made easy

Trying to achieve your financial goals without insurance, is like trying to cross a tightrope without a safety net. At Castle Trust we can create an insurance plan to suit your budget and protect yourself, your income and the people you love.

Person walking tightrope with safety net representing insurance

Are you covered if you’re unable to work due to an injury, sickness, or the death of a partner?

Protect your income and safeguard your family when you need it most. We offer sensible and personalised advice with a range of insurance solutions. Get budget-friendly health insurance, trauma insurance, life insurance, and income protection for people in Nelson Tasman and throughout New Zealand. 

Most people insure the family home. However, they forget that their biggest asset isn’t the house – it’s the ability to earn an income. Work out roughly how much you will earn between now and 65 – is it worth protecting?

Castle Trust can help you navigate the different types of insurances:

Life insurance illustration of family looking at gravestone

Life Insurance

Protect your loved ones and give them peace-of-mind if the unimaginable were to happen.
Find out more
Icon showing Health insurance advice

Health Insurance

Protect yourself from the unexpected with health insurance options that put you in control.
Find out more
Icon showing insurance advice for an insurance broker

Income Protection

Protect yourself and your family in the unlikely event that you get sick or injured and can’t work.
Find out more
Illustration of trauma insurance with heart attack

Trauma Insurance

A critical illness like cancer, heart attack or stroke can have a major effect on your finances.
Find out more

Put your insurance safety net where you can afford

Financial adviser giving financial advice to a client

How much insurance do you need?

We make insurance easy by working out how much you actually need to protect the lifestyle you have. It’s different for everyone and it’s important to make sure you’re spending money sensibly. We’ll explain the available options, explain the difference in policies and as a result, you’ll feel confident about choosing the level of insurance cover that’s right for you, rather than guessing.

Once we know how much insurance you need, we can look at which insurance company is the best option for your situation - sometimes your job or medical history can make one insurance company a better option than another. We can place insurance policies with AIA, Asteron Life, Chubb, Fidelity Life, Partners Life and Southern Cross.  
Book your FREE initial consultation

Meet our insurance experts

Anna-May, Kathryn, Melanie and Glyn have been providing personal insurance advice for many years. Choosing policy types, insurance companies and levels of cover. Adjusting policies as circumstances change and of course helping with claims.
Book your FREE initial consultation now
Financial Planning Team at Castle Trust

Our holistic approach

Our holistic approach to financial planning, means insurance is one part of the big picture. Spending too much on insurance, means you have less to spend on your mortgage or save for retirement. It’s all about balance.

Price isn’t everything

The cheapest policies often provide only reduced cover. That’s why we use specialised software that compares small print as well as premiums. We are independent from any insurance company.

Help with insurance claims

We’re here to support you during claim time. Whether that’s helping with the paperwork, advising on additional benefits you could claim, or simply explaining what’s what – we can help.

"Getting our insurance and savings sorted was one of those things that I had just kept putting off as it seemed too hard. But then I realised that the longer I put it off the harder and more expensive it would be. The team made it easy and explained it in terms that everyone could understand."

BC & KC, self employed, Motueka

Some of our insurance partners

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
Castle Trust Financial Planning logo white

© 2024 Castle Trust Financial planning. All Rights Reserved. Disclosure information. Privacy Statement.

chevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram