It’s not easy getting advice from a salesman. FindOutFirst holds no insurance agencies so there is no pressure. Our job is to inform.
We hope that when you want specific advice you talk to Castle Trust. Of course you don’t have to, if you do that’s great, if not we hope you’ve learned something.
FindOutFirst is financed by charging fees to Castle Trust. They benefit by getting informed clients who are easier to help – saving time and money. Savings are passed back to clients as a discount.
The information, personal stories and phone based advisory service on the FindOutFirst website come from Glyn Lewis-Jones, a financial adviser with over 30 years experience.
Glyn’s financial planning career started with the National Farmers’ Union in the UK before moving on to start up his own financial planning company. He has provided advice to hundreds of individuals, families, businesses and farms over the years.
Prior to that he spent several years working in the Pacific Islands. As a result of this background and investment experience, Glyn spent three years in the 90’s as the UK Government Director on the Board of the multi-million dollar Tuvalu Trust Fund.
A people person, a lifetime golfer, a voracious reader and a firm believer in the ‘carpe diem’ principle who has worked out that if he sleeps less, keeps fit and eats properly he might stay healthy longer and then die suddenly at 90.
– I was getting confused with all the information out there. Talking through my own situation was really helpful and now I’ve got everything sorted as I want it – thanks. – S. Davis, Auckland
– Talking to Glyn was great. He explained how I can make sure all my kids are ok if something happens – particularly how I can use my family trust to make sure the money actually goes to the kids. – H. Andrews, Timaru
– Being able to talk to someone who has been there themself and is able to help you look at the whole picture was great. It's the tying it all together that was the most useful; it's not only the money issue or guardians or the other kids, it's the whole lot. – J. Johnson, Palmerston North
– I'd spent some time online getting insurance quotes but having the chance to talk about what I want has helped heaps - I've now got a better idea of what I really need. Not to mention I've saved about $20 a month! – C. Hardy, Wellington
– Glyn was good at explaining all the different options that are out there. I really felt he listened to our needs and I could see he knew what he was talking about. A. Beckett, Auckland
– We’d always worried about what will happen to our daughter Sarah once we’re gone. Our son is great but we can’t expect him to take care of Sarah financially as well as his own family. Talking to Glyn about it all has been so helpful and now we know what to do – I can’t thank him enough. – M. Graham, Wellington
– Thanks to Glyn, I've now got the right insurance in place for my family and we've sorted our wills and trust. – K. Inglis, Dunedin
– I’ve recently remarried and my new wife and I were talking about redoing our wills. It became so complicated as we both have kids from our first marriages. I called FindOutFirst and got a whole lot of useful info – we’ve both now changed our life insurance and have set up a family trust and sorted our wills. – S. Atkinson, Auckland
|
1
|
ViewStart off by having a look at the Situations. This will give you a general idea of how your situation can be resolved. |
2
|
ChatCall 0800 908 907 to have a free, no obligation chat to an experienced financial adviser. |
3
|
DecideFinally, we will send you a letter briefly outlining our conversation and make suggestions to help you make a decision on how to move forward. |