It’s a big call to say financial advice can change your life — but the numbers are starting to back that up in black and white. The latest ‘Value of an Adviser Report’ from Russell...
A new report has revealed something we’ve noticed ourselves – younger Kiwis want financial advice, but most aren’t taking that next step to actually get it. The Financial Services Council’s Money & You: The Financial...
Retirement planning beyond traditional mortgages – your complete financial picture matters Are you considering a reverse mortgage for your retirement years? At Castle Trust Financial Planning, we understand that reverse mortgage decisions shouldn’t be made...
Lately, we’ve had a noticeable increase in clients approaching us for help with mortgages on turnkey homes—so we thought it was the perfect time to explain why banks love them and why they’re such a...
Looking for a mortgage in Nelson, Richmond or the wider Tasman area? Whether you’re buying your first home in Stoke, investing in Richmond property, or refinancing in the Nelson Tasman region, choosing the right mortgage...
Every year during Women’s Health Week, we’re reminded how often women delay getting help for their health. It’s easy to do; between work, kids, and life in general, health concerns are often pushed to the...
September 13 is World Sepsis Day, a timely reminder to stay informed about this potentially life-threatening condition. Sepsis can happen to anyone, but children and older adults are particularly vulnerable. We recently heard of a...
What you need to know to protect your finances As financial planners, part of our job is helping protect you from risk. That doesn’t just mean the usual things like insurance or market movements —...
Townhouses on the rise in Tasman area– but what do the banks think? We’re seeing more and more townhouses popping up around Richmond and Motueka – and for good reason. They’re typically more affordable than...
Can you really buy a home on one Income? Chevaun says yes We know the idea of buying a home on your own can feel daunting, especially in today’s market. But Chevaun, our trusted mortgage...
If you’re in your 40s, 50s, or 60s, chances are you’re supporting others as well as yourself. Maybe your kids still need help with study or rent, while your parents are starting to rely on...
The 2025 New Zealand Budget introduced several important changes to KiwiSaver. Some of these changes aim to boost long-term savings, while others may reduce some of the incentives we’ve become used to. Here’s a quick,...
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