There’s no single number that works for everyone. Massey University’s retirement expenditure guidelines show what retired New Zealanders spend on average, but nobody lives an average retirement. At Castle Trust, we use those figures as...
Housing affordability in New Zealand has genuinely improved. The latest figures from Cotality show the ratio between average house prices and household incomes has dropped to 6.7, right in line with the 20-year average, and...
We’re looking for a new Adviser Assistant/Client Support person to join our team! We’re a locally owned and operated team of well-established financial planners with over 100 years of combined industry experience, and we’re on...
A rugby injury and a claim he didn’t know he could make Recently a young client was referred to us by his employer. He was just starting out, had never had financial advice before, and...
You’re probably paying more for petrol and power than you were a year ago. Not because you’re using more, just because the costs keep going up and there’s not a lot you can do about...
The Government is making changes to KiwiSaver. Here’s a summary of the key changes and what they mean for you. How KiwiSaver contributions work If you’re employed, contributions go into your KiwiSaver each payday –...
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...
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