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...
Yes, we’ve heard it so many times… “But I’ve seen a Milford, Simplicity, or Kernel KiwiSaver advert saying they have the best performance.” Do those adverts tell the full story? Do they look into your...
What may surprise you is that the cost of life insurance would roughly double if you vape. In other words, the insurance company believes you are twice as likely as someone who does not vape or...
Health insurance is a big decision, especially as premiums rise with age. But when health issues hit, like needing major surgery, coverage can be a game-changer. A client needed a hysterectomy. She was stuck on...
As we write this in early August 2024, we are urging Kiwis to resist the temptation to lock in the cheaper mortgage terms that the major banks are offering right now. Homeowners should refix on...
Kathryn was recently interviewed for an article in The Post and The Press. Article by Alka Prasad, 6 August 2024. Global market rout ‘all noise’ for KiwiSaver investors Expert advice to Kiwis concerned about the...
A mortgage offset account is a savings account that is linked to your home loan. The balance in your savings account is used to reduce the amount of interest charged on your home loan. The...
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