# Castle Trust Financial Planning Limited

**FSP FSP59941** · **Richmond** · **registered** · registered 2011-02-09

Castle Trust Financial Planning Limited is a Financial Advice Provider (FAP) on the New Zealand Financial Service Providers Register, currently appointing 5 advisers.

**Trading names:** Castle Trust Financial Planning Limited, Castle Trust Financial Planning Ltd

**Services:** Financial advice service (including financial advisers) - Financial advice provider - licensee - full licence

**Dispute resolution scheme:** Financial Services Complaints Limited

## Public Disclosure Statement (FMC Act s431)

Latest version on file: **2026-05-24** · source format: HTML page

Original disclosure: <https://castletrust.co.nz/disclosure/>

- Fee structure: **mixed**
- Receives commission: **yes** (disclosed in PDS)
- DRS membership: **FSCL**
- Scope of advice: Personal insurance (life, trauma, income protection, mortgage protection, health), KiwiSaver investments, Investment portfolios including lump sum and regular savings, Personal lending including mortgages, QROPS investments (UK pension transfers)
- Product panel: AIA, Asteron, Chubb, nib, Fidelity, Partners Life, Southern Cross, Consilium Platform (+26 more)

Full disclosure mirror: <https://financeadvisers.co.nz/api/provider/FSP59941/disclosure.md>

## Verify

- FSPR register: <https://fsp-register.companiesoffice.govt.nz/companies/app/ui/pages/companies/FSP59941>
- HTML profile on FA-NZ: <https://financeadvisers.co.nz/provider/castle-trust-financial-planning-limited-richmond-FSP59941>
- Machine-readable facts: <https://financeadvisers.co.nz/api/provider/FSP59941/facts.json>

*FinanceAdvisersNZ is a directory mirror of public FSPR + FAP-PDS data. We do not regulate, vet, or endorse advisers, and we do not provide financial advice. PDS facts are LLM-extracted (confidence tier C); for the authoritative wording use the original disclosure URL above.*

*Last refreshed: 2026-08-24*