Financial planning resources

We understand that managing your finances can be challenging. You can stay up to date with the latest news and insights here on the Castle Trust blog - our collection of informative articles designed to keep you informed on all things insurance, mortgage, investments, and financial planning.
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A Healthy Head Start

The time to start training for the marathon is not when you’re standing on the start line.  The time to start saving for a house deposit is not when you’re at an auction for your...

#ItStartsWithAction

80% of women rate their financial wellbeing as moderate to very low, which is why we’re joining #ItStartsWithAction to encourage women to take a step toward improving their financial wellbeing. Two different research reports have...

Don’t compare apples to pears

People often start thinking about life and income insurance when they buy their first home. When you buy insurance from your bank’s metaphorical fruit bowl, it’s worth noting what’s in the bowl to begin with. When...

Don’t freak out if markets go down

If you’ve ever opened your investing app to a sea of red down arrows and felt a surge of panic, you’re not alone. Having an emotional reaction and a desire to do something – anything...

Do you have investor FOMO?

Our stints in lockdown have come with rather unexpected consequences.  We filled our homes with houseplants and revived the sourdough starters from the back of the fridge.  We also turned our focus to our finances,...

Repatriating Your Pension Fund

Oh, the things you gained when you worked abroad. A deeper and wider world view. A propensity to slow your words and lengthen your vowels, to be seamlessly understood.   The complete Cold Chisel back catalogue....

More than Mortgages with Stu Pope

By day Stu is one of our Mortgage brokers, with over two decades of experience helping buyers and investors secure their properties.  By night he is a tutor for NZQA Certificate in Money Management at...

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