We’re a local company, based in Motueka, but operate around the Nelson/Tasman region and have clients around the country.
We think financial planning is key to your family’s security and happiness. We take the approach of “treat your clients like family and you can’t go wrong”.
People come to see us for all sorts of reasons – insurance advice, a mortgage, advice on their KiwiSaver, or how to use their capital in retirement. All these decisions become easier if you have a plan and targets. And that’s what we help with.
Our webiste www.castletrust.co.nz has several videos explaining how we can help.