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.

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...

Time for your financial health check

With work and family commitments days are busy and life has a habit of moving on quickly but the problem with forgetting about one’s insurances and investments is that you are leaving your financial freedom...

What is the KiwiSaver Government contribution?

The KiwiSaver Government contribution is designed to help you save for your retirement. Here’s how it works: If you’re eligible, the Government will contribute 50 cents for every dollar you contribute to your KiwiSaver account,...

Are you a financial grown-up?

Of all the recurring “grass is greener” arguments, the childhood vs adulthood one is surely the most misleading. Through a kid’s eyes, adulthood is just one long series of late bedtimes, unrestricted screen time and...

What is the bright-line property test?

This article was written in April 2021.  Legislative changes may alter the accuracy of this article. We recommend you take professional tax advice.    This is a really hot topic on the news at the...

Term Deposits – should you even bother?

This article was written by Elise Vollweiler for the Motueka Guardian in March 2021 If you squint a little, the five-year graph slants down like the eyebrow of a scowling cartoon character. If you’ve recently...

New Year, New You

Sometimes you just have to be brutally honest about the limitations of your own willpower to organise finances. 2021 has arrived hat-in-hand, bringing with it the conciliatory offer of a fresh start. A new year...

Castle Trust Team

Your better financial future starts here

Your better financial future starts with a conversation with one of our financial experts. We offer 30 minutes free consultations to help give you peace of mind that we can help you where you need it most.
Book now

© 2024 Castle Trust Financial planning. All Rights Reserved. Disclosure information. Privacy Statement.

chevron-down
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram