Direct adviser relationships
You deal with people who know your goals, the detail behind your plan and what has changed since your last conversation.
Boutique by design. Connected where it matters.
Trilogy Financial Solutions is a Parnell-based financial planning practice. We combine a close adviser relationship with access to an established network of KiwiSaver and investment providers.
Advice in plain English
Recommendations are written down with the reasoning, assumptions, costs and trade-offs made clear.
Joined-up thinking
Lending, KiwiSaver, investments and retirement decisions are considered together where they affect one another.
Advice should leave you clearer about the next decision.
We start with where you are now, what you want life to look like and the decisions that need to be made in the right order.
Our role is to make the options understandable, document the recommendation and stay close enough to review it when your circumstances change.
Meet the teamOur 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.