“We decided to go with Castle Trust as they are local and they have helped us build trust and confidence in our investments and financial plan for the future. We think it really is something to deal with local experts who we respect. One of our big successes is also getting to know the team and we know they are invested in our financial future and we value that very much. We've recommended Castle Trust to our son, our family and friends too.”
“Castle Trust have taken a lot of the thinking out of it for us, we think the great thing is that we have a plan in place for our future. If you don’t know where to start, go to Castle Trust and get sorted - and not just for insurance, investing for kids and your retirement planning for the future. They really care”
“I’ve every faith in the people at Castle Trust. For us we wanted advice on investing and spending and they have really helped. My wife is 7 years younger than me, and we needed to really look long term for our investments to make sure we could have the retirement lifestyle we wanted and something for our kids.”
“The fact that David and I were able to get the keys to our first home was thanks to the team at Castle Trust. We had a bit of a more difficult situation with our financial set up, having expertise in the industry made it easier for us.”
“We feel that as business owners the advice that has been given to us has been really personalised. Insurance and plans have been put in place to protect not only us but the business – if one of us had an illness or was unable to work we know it is covered. The advice we get is professional and very beneficial to us.”
“The thing is with financial advice I think everyone needs it, we have gone to the next level and asked Castle Trust to help provide that advice to our employees, so they can plan for their retirement and be financially stable.”
"Over dinner with friends they said it’s not about how much money you have, or the financial situation you are in right now, it is about the age and stage it would be really valuable to start mapping out what we wanted to happen with our future. Just taking time to look at insurances and investments now could open up opportunities later on – and that’s where Castle Trust have helped us – we trust their advice as they are in the same stage of life as us."
“When we first went to Castle Trust we went for insurance – we had just started a family and we had to take more responsibility. As my circumstances have changed – for example my divorce – they have helped me adapt things to suit this and they importantly have helped me to plan to save for my future.”
“Castle Trust have really helped us improve our financial situation with a financial plan. I’ve been a client for over 15 years and the great thing is they continually update what we have to match our changing circumstances. We’ve recommended Castle Trust to our daughter and her family too.”
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