Castle Trust Financial Planning

01/06/2026

Let's go Giants 🏀

Chevaun and Stu were the hosted guests of NBS at the Nelson Giants game late last month, great to connect with one of our mortgage partners and supporting our local team!

Thank you Gina and Linda at for your hospitality 😊

𝘾𝙖𝙨𝙩𝙡𝙚 𝙏𝙧𝙪𝙨𝙩 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙋𝙡𝙖𝙣𝙣𝙞𝙣𝙜 - 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙖𝙙𝙫𝙞𝙘𝙚 𝙛𝙤𝙧 𝙡𝙞𝙛𝙚

29/05/2026

Our team have been on the move this month! 🏃‍♀️

Anna-May joined ‘Team AIA’ and has walked over 100km this month to raise money for the Heart Foundation’s MyMarathon, helping them fund life-saving heart research that makes a real difference for people living with heart disease.

Anna-May wanted to get involved as she has had a number of client heart related claims over the last few months, so it was only right to do this and join Team AIA - one of our insurance partners - to raise the money.

Brilliant work Anna-May - love your work! 😊

𝘾𝙖𝙨𝙩𝙡𝙚 𝙏𝙧𝙪𝙨𝙩 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙋𝙡𝙖𝙣𝙣𝙞𝙣𝙜 - 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙖𝙙𝙫𝙞𝙘𝙚 𝙛𝙤𝙧 𝙡𝙞𝙛𝙚

AIA NZ

28/05/2026

Home ownership felt out of reach.
Then Jess & Mia came to see us.
One conversation changed everything - turns out they were ready to buy all along. 🏡

If you've been wondering whether now is the right time, let's talk.

Book a free chat with our team - https://castletrustinitial.timetap.com/ #/

𝘾𝙖𝙨𝙩𝙡𝙚 𝙏𝙧𝙪𝙨𝙩 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙋𝙡𝙖𝙣𝙣𝙞𝙣𝙜 - 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙖𝙙𝙫𝙞𝙘𝙚 𝙛𝙤𝙧 𝙡𝙞𝙛𝙚

14/05/2026

First home.
Insurance sorted.
Future investments underway. 🏡
That's the kind of journey we love being part of!

Huge congratulations to our client on such a fantastic milestone - and a well-deserved shoutout to Chevaun and Anna-May for the care they put in every step of the way.

Ready to start your own journey? Book a free chat with us today - https://castletrustinitial.timetap.com/

𝘾𝙖𝙨𝙩𝙡𝙚 𝙏𝙧𝙪𝙨𝙩 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙋𝙡𝙖𝙣𝙣𝙞𝙣𝙜 - 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙖𝙙𝙫𝙞𝙘𝙚 𝙛𝙤𝙧 𝙡𝙞𝙛𝙚

13/05/2026

Great initiatives don’t just change lives - they shape futures.

That’s why we’re pleased to share a new wellbeing programme from AIA, designed specifically for New Zealand primary schools. It’s completely free, gives teachers practical tools to support tamariki in building lifelong healthy habits, and includes an impressive $80,000 prize pool for participating schools.

Strong financial futures are built on strong foundations - and wellbeing plays a big part in that. Supporting our young people to thrive, both physically and mentally, is an investment that pays dividends for generations.

If you’re connected to a local primary school, this is well worth a look.

Learn more or register here 👉 https://ahs.aia.com/nz/en/
Or share this with a school that would benefit

The AIA Healthiest Schools Programme provides young people across Australia, Hong Kong, Thailand and Vietnam with educational resources that enable them to learn about healthy habits and implement changes to make their schools and communities healthier and happier.

11/05/2026

Most people don’t need more financial noise.
They need a plan that actually makes sense.

We take a “big picture” approach to your finances - because your mortgage, insurance, KiwiSaver, investments and retirement goals don’t exist separately from each other. They all need to work together.

Sometimes the best financial decision isn’t about chasing the lowest rate or the highest return. It’s about creating balance, flexibility, and long-term confidence for you and your family.

Whether you’re buying your first home, planning for retirement, restructuring debt, protecting your income, or building wealth for the future, we help you step back and see the bigger picture - with advice tailored to your life, goals and priorities.

Learn more about our Big Picture Thinking approach here:
https://castletrust.co.nz/mortgages/big-picture/

𝘾𝙖𝙨𝙩𝙡𝙚 𝙏𝙧𝙪𝙨𝙩 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙋𝙡𝙖𝙣𝙣𝙞𝙣𝙜 - 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙖𝙙𝙫𝙞𝙘𝙚 𝙛𝙤𝙧 𝙡𝙞𝙛𝙚

NZ mortgage advisers & financial adviser. We sort your home loan, insurance & KiwiSaver together - one plan, nothing missed. Talk to our team today.

07/05/2026

Whether you’re buying a new home or wanting to re-fix your current loan, our mortgage brokers can give you advice to suit your circumstances.
We can also create an insurance plans to suit your budget and protect yourself, your income and the people you love, as well as financial plans that are personal, holistic and adjusted as circumstances change - just like life.

Thanks Todd and Amy for your kind words!

𝘾𝙖𝙨𝙩𝙡𝙚 𝙏𝙧𝙪𝙨𝙩 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙋𝙡𝙖𝙣𝙣𝙞𝙣𝙜 - 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙖𝙙𝙫𝙞𝙘𝙚 𝙛𝙤𝙧 𝙡𝙞𝙛𝙚

05/05/2026

Thinking about making your home more energy-efficient - but not sure how to fund it?

Green loans are quickly becoming one of the smartest ways to upgrade your home - offering low (and sometimes even zero) interest options to support things like solar, insulation, and energy-efficient heating.

But like any lending solution, the real value lies in how it’s structured - and whether it aligns with your broader financial strategy.

We help clients navigate green lending options with a clear, strategic lens - so you’re not just making a sustainable choice, but a financially sound one too.

Read our latest blog to understand how green loans work, what to watch for, and how to make them work for you - https://castletrust.co.nz/resources/green-loans/

𝘾𝙖𝙨𝙩𝙡𝙚 𝙏𝙧𝙪𝙨𝙩 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙋𝙡𝙖𝙣𝙣𝙞𝙣𝙜 - 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙖𝙙𝙫𝙞𝙘𝙚 𝙛𝙤𝙧 𝙡𝙞𝙛𝙚

Rising fuel and power costs are squeezing Kiwi budgets. Find out how NZ green loans at 0–1% interest could help you switch to an EV or cut your energy bills.

04/05/2026

We are a team proudly built for your future - whether you are starting out on the property ladder, or understanding how you can spend and invest in your retirement

Our very own Glyn shares his thoughts on the investment market over 40 years and what he has learned to share with his clients:

"I still remember Black Monday in 1987. The market dropped 30% in a single day and the phones didn’t stop. Clients were calling wanting to sell, convinced it would keep falling. I was early in my career and if I’m honest, I didn’t yet have the confidence to say - just wait.

That was 39 years ago. I’ve seen a lot since then.

This is why when I hear clients asking about the Middle East situation and what it means for their KiwiSaver or portfolio, I know exactly what to say.

Here’s what we know. Over the last 40 years markets have come through oil embargoes, wars, and prolonged instability in the Middle East. Every single time, the people who stayed the course came out ahead. The ones who moved to cash or tried to time the market mostly didn’t.

Nothing about right now changes that.

Stay diversified, stay disciplined, and keep your eyes on where you’re going rather than on today’s headline."

Looking for advice on responding to today to be best prepared for tomorrow?

Contact our team - www.castletrust.co.nz/investments/

𝘾𝙖𝙨𝙩𝙡𝙚 𝙏𝙧𝙪𝙨𝙩 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙋𝙡𝙖𝙣𝙣𝙞𝙣𝙜 - 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙖𝙙𝙫𝙞𝙘𝙚 𝙛𝙤𝙧 𝙡𝙞𝙛𝙚

28/04/2026

“Do I have enough for retirement?”
It’s the question everyone asks.
And the honest answer is: it depends.

What kind of lifestyle do you want?
When do you want to stop working?
How long does your money need to last?

Guessing doesn’t help.

A plan does.

Let’s map it out together, book your FREE consultation - https://castletrustinitial.timetap.com/ #/

𝘾𝙖𝙨𝙩𝙡𝙚 𝙏𝙧𝙪𝙨𝙩 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙋𝙡𝙖𝙣𝙣𝙞𝙣𝙜 - 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙖𝙙𝙫𝙞𝙘𝙚 𝙛𝙤𝙧 𝙡𝙞𝙛𝙚