Castle Trust Financial Planning Limited

Financial Services Provider

★★★★★

5 Read 74 reviews on Google

Source: Google Business Profile. Reflects this firm's listing, not individual advisers.

Richmond

FSPR Registered

FSP Number: FSP59941

NZBN: 9429031773522

Team Size: 5 advisers

Verify on FSPR

Contact Information

Phone

03 544 1428

Email

Not available

Website

www.castletrust.co.nz

Address

278 Queen Street,Richmond,7020,New Zealand

About Castle Trust Financial Planning Limited

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Public Disclosure Statement

34 providers on panel

Castle Trust Financial Planning Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-20 · source format HTML.

→ View Castle Trust Financial Planning Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure: mixed
Receives commission: Yes — disclosed in PDS
Dispute resolution scheme: FSCL
Scope of advice: Personal insurance (life, trauma, income protection, mortgage protection, health)
KiwiSaver investments
Investment portfolios (lump sum and regular savings)
Personal lending including mortgages
QROPS investments (UK pension transfers)

Distribution panel

Product providers Castle Trust Financial Planning Limited is appointed to distribute. Counts show how many other NZ FAPs FA-NZ has on file as distributing the same product provider.

AIA · insurance, mortgages +22 other FAPs
Asteron · insurance +4 other FAPs
Chubb · insurance +12 other FAPs
nib · insurance +5 other FAPs
Fidelity · insurance +2 other FAPs
Partners Life · insurance +24 other FAPs
Southern Cross · insurance +13 other FAPs
Consilium Platform · investments
Synergy · investments
Mercer · investments, KiwiSaver
SuperLife · investments, KiwiSaver
i-Select · investments +1 other FAP
Milford · KiwiSaver +8 other FAPs
ANZ · mortgages +24 other FAPs
BNZ · mortgages +23 other FAPs
Coop Bank · mortgages
KiwiBank · mortgages +2 other FAPs
NBS · mortgages +2 other FAPs
SBS · mortgages +5 other FAPs
Westpac · mortgages +23 other FAPs
ASB · mortgages +21 other FAPs
Bank of China · mortgages +7 other FAPs
China Construction Bank · mortgages +5 other FAPs
Industrial Commercial Bank of China · mortgages
Liberty · mortgages +8 other FAPs
NZCU Baywide · mortgages +3 other FAPs
Pepper Money · mortgages +16 other FAPs
Southern Cross Finance · mortgages +1 other FAP
Cressida · mortgages +2 other FAPs
DBR · mortgages +12 other FAPs
ASAP · mortgages +2 other FAPs
Avanti · mortgages +4 other FAPs
Aon · general insurance referrals
Tower · general insurance referrals +2 other FAPs

Notes: Facts and product panel are LLM-extracted from the source document (confidence tier C). For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.