Investment Planning
A diversified portfolio built around your personal risk profile, with transparent, fee-clear advice.
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Trilogy in focus
Parnell, Auckland
Your life. Your plans. Our people.
A boutique financial advice practice, with your next chapter in mind.
Discover TrilogyParnell, 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
Four specialities. One joined-up plan.
Retirement Planning
Model the retirement you want, then fund it — it is never too early or too late to start.
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Residential Lending / Mortgages
A full brokerage service with the main New Zealand banks — we do the heavy lifting.
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KiwiSaver Advice
Understand your fund, contribution choices and long-term direction as part of your wider financial plan.
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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.
Recognition
Financial Adviser of the Year.
Recognised by Booster
Booster Excellence Award — Investments 2025
A proud moment for our team, and recognition we are delighted to share with our clients and community.
Meet the people behind the advice
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 teamTestimonials · design previewBehind every plan,
Behind every plan,
there's a person.
Illustrative testimonials for design purposes. All quotes, names and illustrated profiles below are fictional, not genuine client endorsements. Replace with approved client feedback before publication.
Fictional preview
“There were so many unfamiliar steps to buying our first home. Having someone explain the lending options, answer our questions and walk us through the paperwork made the process feel more manageable.”
Alex
First-home buyer
Fictional client · illustrated profile
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In our community
Part of the team. Beyond the office.
From the cricket pitch to the workplace, we support the people and communities around us.
Backing local sport
Cornwall Cricket Club women's team
We are an official sponsor of the Cornwall Cricket Club women's team. We're proud to support women's cricket and be part of the local sporting community.
Financial well-being at work
A conversation worth making time for.
We conduct workplace financial well-being sessions for free, making space for teams to learn, ask questions and talk about money in plain English.
Ask about a free sessionNews & updates
Read the latest Market commentary, in plain English.
Our provider network
Strong advice is backed by strong partnerships.
We work with established KiwiSaver and investment providers, giving our advisers a broad range of options to assess against each client's goals and circumstances.
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Provider availability and suitability depend on the advice being given.
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.