Unlock your first home with Castle Trust

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, leaving them thinking, “Maybe it’s not meant to be.” But here at Castle Trust Financial Planning, we’re here to tell you it is possible—and we’ll help make it happen.

Our clients come to us because they know we’ve got the experience they need. As one of our clients recently said, “I knew it wasn’t their first rodeo.” And they’re right. With over 30 years of experience, the Castle Trust team has handled a lot of mortgages—and that expertise can make all the difference when you’re trying to get into your first home.

Why choose Castle Trust for help getting into your first home?

1. Advocacy: Banks might say no, but we don’t stop there. We advocate for you, using our extensive knowledge and industry relationships to get you the result you deserve.
2. Expertise: We’ve been doing this for three decades, which means we’ve seen it all. Whether it’s overcoming a declined application or finding the best deals available, our team knows how to navigate the hurdles and make your home-buying dreams a reality.
3. Local support: We’re based right in the heart of Richmond, beside the library, making us easily accessible. You can pop in anytime for personalised advice and guidance—we’re always here to help.

Let’s get you on the path to first home ownership

At Castle Trust Financial Planning, we believe that everyone deserves a chance to own their own home, and we’ll work hard to make it happen for you. We’re here to support you through every step of the process to get the mortgage and home you want.

So why not start today? Visit us in Richmond, and let’s get you on the path to owning your first home.

Watch one of our first home buyers story here https://castletrust.co.nz/about-us/testimonials/