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Castle Trust Financial Planning - Home

Life, health & income insurance. We help you balance retirement saving and protecting your income. How much do you need? Professional advice for your family

http://castletrust.co.nz/

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Castle Trust Financial Planning - Home | castletrust.co.nz Reviews

https://castletrust.co.nz

Life, health & income insurance. We help you balance retirement saving and protecting your income. How much do you need? Professional advice for your family

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1

Our Clients - Castle Trust Financial Planning

http://www.castletrust.co.nz/our-clients.html

Have a look at the different 'families' of clients. Castle Trust Financial Planning - helping achieve your financial goals and protecting the ones you love along the way. Contact Castle Trust Financial Planning on 0800 121 123 for an initial, no obligation free chat.

2

Families with children - Castle Trust Financial Planning

http://www.castletrust.co.nz/families-with-children.html

If either parent died or was seriously ill, who would look after the children and where would the money come from? One problem that parents with dependent children face is - if either the family breadwinner or homemaker died or became seriously ill, who would look after the children and where would the money come from? But if you’re the kind of person who needs more security than just crossed fingers then the answer is to take out insurance. The big question is: how much do you need? Another reason many ...

3

Second Families - Castle Trust Financial Planning

http://www.castletrust.co.nz/second-families.html

Do you have a family from more than one relationship? So how do you split your assets and take care of everyone if you die? If you’ve had more than one relationship which has produced children then the question of how to split your assets in the event of your death. Can be fraught with challenges. If your home goes to your current partner, what about your earlier children? How do you take care of the needs of your past family without it affecting your present family? For a free Information Booklet. Conta...

4

Retired - Castle Trust Financial Planning

http://www.castletrust.co.nz/retired.html

Managing your money so it lasts through your retirement. How much is enough? Can you afford to help your children now? It doesn’t matter whether we’re advising someone with $10 thousand or $10 million – the principles are still the same: before you invest, make a plan, then make sure you understand what you are investing in and, lastly, always use your own judgement. Everyday money - is it enough to live on or will you need regular top ups from the capital you’re about to invest? She takes no income from...

5

FAQ - Castle Trust Financial Planning

http://www.castletrust.co.nz/faq.html

These frequently asked questions are the kind of questions we think every potential client should ask any financial planning adviser they are considering using. Do you belong to a professional body? Yes – advisers belong to the Institute of Financial Advisers. Do you engage in any formal product accreditation or training programm . Each and every member of staff is kept up to date with a training programme set out at the beginning of each year to continually advance their skills and knowledge. Yes, our ...

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You can Drag and Drop any content here. Max height is 200px. You can Drag and Drop any content here. Max height is 200px. You can Drag and Drop any content here. Max height is 200px. Melanie, Glyn and Kathryn; we're the team at Castle Trust. We've been in business since 2008 but Glyn has been a financial adviser in the UK for 30 years. We take the approach "treat your clients like family and you can't go wrong". Families come in all shapes and configurations! Real Plans for Real People.

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