You can’t take it with you…
Any money left when you die is money that could have been spent on travel, a more comfortable retirement or given away so that someone could say “thank you” personally. If most of it has...
Any money left when you die is money that could have been spent on travel, a more comfortable retirement or given away so that someone could say “thank you” personally. If most of it has...
The amount you can borrow for a home depends on two key factors: how much you can afford to repay based on your current income and the amount a lender is willing to lend on...
If your goal is to retire in 2025 and avoid a lifestyle of “baked beans and heater-free winters,” you might need savings that reach seven figures. While there’s no one-size-fits-all answer to how much you’ll...
At Castle Trust Financial Planning, we believe that every woman deserves to feel confident and secure when planning for retirement. It’s way more than just keeping an eye on your bank balance – it’s about...
Myth Busted: You don’t need to be employed to have KiwiSaver! One of the most common questions we hear from new clients about KiwiSavers—whether they’re stay-at-home parents, recently made redundant, or job-seekers—is this: “Can I...
We’re advisers, not salespeople At Castle Trust, we do things a little differently. In the Nelson/Tasman region, most advisers are paid through commissions or bonuses, but we’ve chosen a different path. Our advisers earn a...
Recently, a new client asked us a simple yet profound question before they began their investment journey: “Before I do this—would you let your mum invest in this?” It was a question that perfectly captured...
Protecting you from the latest AI scam that imitates voices At Castle Trust Financial Planning, your safety and security are always our top priority. Recently, a new type of scam has emerged, where criminals use...
As financial advisers, we offer comprehensive health insurance advice—and it’s not just everyday clients coming to us for help. Recently, we had a health professional reach out to us, which raised an interesting point: If...
Buying your first home is an exciting step, but it can also feel overwhelming—especially when it comes to navigating the mortgage process. Many first-time buyers are met with challenges, from complicated paperwork to declined applications,...
The amount you can borrow for a home depends on two main factors: how much you can afford to repay based on your current income, and the lender’s evaluation of how much they are willing...
We’re looking for a new Client Support person to join our team! – This position is now filled. We had almost 100 people apply to join our team and we appreciate the time and effort...
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