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...
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...
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