Girl talk – financial advice for women by women

At Castle Trust Financial Planning, we believe that every woman deserves to feel confident and secure when planning for retirement. It’s way more than just keeping an eye on your bank balance – it’s about making sure you have enough saved and invested to live comfortably and handle whatever life throws your way.

Women face a unique set of financial challenges and getting the right financial advice can make all the difference. Insurance, savings, investments, and superannuation play a powerful role in shaping the future quality of life for ourselves and our families – don’t let it fall into the too hard basket. The good news? We’re here to help you take control. We have a girl squad of Financial Advisers ready to empower you – no matter what age or stage you are at. Whether you’re married or single, it’s important to have a clear understanding of your full financial picture, including household spending, savings, debts, insurance, and retirement plans. Being informed and involved in your financial decisions ensures you’re not relying on someone else’s plan – you’re shaping your own future.

We start by looking at your protection – things like income protection and life insurance and making sure you’re covered for unexpected events. Once that’s in place, we dive into your savings goals, whether it’s building up your KiwiSaver or setting aside funds for other important milestones or retirement savings. We call it “the big picture” – because pulling all your financial products together gives you a clearer picture and allows you to make more strategic decisions.

Unfortunately, many women find themselves falling behind compared to men, and that can lead to financial stress down the road. But we’re here to help you take control, ensuring you have a clear plan that supports both your short-term needs and long-term goals.

It’s never too late to get involved in your financial future. Whether you’re just getting started or need to fine-tune your plan, Castle Trust is here to guide you through every step. Let’s work together to create a financial strategy that gives you the peace of mind and security you deserve.

Ready to talk? Reach out today, and we’ll help you see the big picture.