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We have an amazing team and we’re looking to add another member to our investment team. Client Support with a view to becoming an Adviser Client Support staff ensure efficient and positive client interactions while...
We have an amazing team and we’re looking to add another member to our investment team. Client Support with a view to becoming an Adviser Client Support staff ensure efficient and positive client interactions while...
If you live in Nelson, you don’t need to be told the public health system is under strain. We see it in the news and hear it in everyday conversations. Nelson Hospital is doing its...
We often meet people who assume that downsizing will unlock a big chunk of money to help fund their retirement. The idea makes sense on paper: sell the family home, buy something smaller, and invest...
As we head into 2026, it’s a good time to reflect on the year that was—and then refocus on the road ahead. After all, the rearview mirror is small for a reason. It gives you...
Over the past year, more people worldwide and here in Aotearoa, are taking control of their weight with surgery, GLP-1 medications, and lifestyle changes. And it’s not just celebrities on Instagram – everyday Kiwis are...
New Zealanders are quick to insure their cars, homes, phones, and even pets. But when it comes to protecting their own health, income, or life — the cover often stops short. Anna-May says it’s instinctive...
The Reserve Bank just shook things up with a surprise move: from December 1, they’re loosening LVR rules. That means more low-deposit loans for home buyers and investors. Owner-occupiers can now get up to 25%...
Francis Cook, the financial journalist, recently shared her thoughts on mortgages and common mistakes – and our mortgage team agree. Too often, people focus only on chasing the lowest interest rate—without thinking about whether the...
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...
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