Investment planning
We start with your personal risk profile, then diversify — minimising risk while maximising potential returns with a strategy tailored to you. Transparent, so you can make fully-informed decisions.
Learn moreParnell, Auckland
Financial advice that keeps up with your life.
We are a boutique financial planning business. Whether you're buying your first home, growing wealth or planning retirement, our advisers help get your financial future organised.
Buying your first home or restructuring a mortgage
Investing a lump sum, regular savings or KiwiSaver
Checking whether retirement income will be enough
Bringing scattered financial decisions into one plan
Three specialities. One joined-up plan.
Retirement planning
Maximise your retirement savings so you have a retirement to look forward to. It's never too early or too late to start.
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Residential lending
A full brokerage service with the main NZ banks — first home, investment, upgrading or downsizing. Leave the heavy lifting to us.
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Advice you can act on
Clear recommendations, not financial noise.
Good advice should make the next step easier to understand. We focus on what needs to happen, why it matters, what it may cost, and how it fits your wider plan.
Advice joined up around your life
Your mortgage, KiwiSaver, investments and retirement goals all influence one another. We help you make those decisions together rather than in separate silos.
Written recommendations
You get clear reasoning in plain English, including the trade-offs, costs and assumptions behind the advice.
A direct adviser relationship
You deal with a Parnell-based team that knows your situation and stays close enough to update the plan as life changes.
About us
A boutique practice, deliberately.
Being small is the point. It means your adviser knows your name, your goals and the detail of your plan — not just your portfolio number.
First home buyer, accumulator or planning your retirement: we set you on the path to achieving your goals, and stay alongside you as things change.
Parnell
Auckland based
Boutique
Personal service
Disclosure
Clear advice scope
How it works
A simple process from first conversation to ongoing review.
The best adviser websites make the process obvious before you enquire. Here is what working with Trilogy looks like in practice.
Discover
We understand your goals, current position, timeframes, income needs and attitude to risk.
Design
We build a practical strategy across lending, investment and retirement decisions where they overlap.
Implement
We help with applications, transfers, lender conversations and the paperwork needed to put advice into action.
Review
Regular check-ins keep the plan aligned with market conditions, interest rates, legislation and your life.
Transparent advice scope
We make it clear what advice we provide, how fees and commissions work, and where to find disclosure information before you make decisions. Trilogy does not provide life and health insurance advice; for that area we refer to sister company Morris & Co Financial Advisers.
Reviews that keep pace
Your plan should not sit in a drawer. We review portfolios, lending structures and retirement assumptions as circumstances change.
Explore servicesPeople you can contact
The team page shows the advisers and support people behind the work, with direct contact details and profile links.
Meet the teamNews & updates
Read the latest Market commentary, in plain English.
Let's get your financial future organised.
A no-obligation conversation with a Parnell-based adviser who takes the time to understand where you're heading.