Disclosure, complaints and website information.

Trilogy Financial Solutions NZ advisers are engaged directly by Wealthpoint Limited, which holds a financial advice provider licence.

Wealthpoint's disclosure information is available online and should be read alongside Trilogy's own service information before you make financial decisions.

When we receive a complaint, we will consider it following our internal complaints process. We will consider your complaint and let you know how we intend to resolve it. We may contact you to get further information about your complaint.

We aim to resolve complaints within 10 working days of receiving them. If we cannot, we will contact you within that time to let you know we need more time to consider your complaint.

We will contact you by phone or email to let you know whether we can resolve your complaint and how we propose to do so.

If we cannot resolve your complaint, or you are not satisfied with the way we propose to do so, you can contact the Insurance & Financial Services Ombudsman Scheme.

IFSO provides a free, independent dispute resolution service that may help investigate or resolve your complaint if we have not been able to resolve it to your satisfaction.

This website has been prepared from information believed to be accurate and reliable at the time it was sourced.

Trilogy Financial Solutions NZ will use reasonable efforts to update the website on a regular basis; however, Trilogy Financial Solutions NZ makes no representation and gives no warranty as to the accuracy, currency or completeness of any information on the website. You agree that your use of the information and services is entirely at your own risk.

Links from this website to pages on any other website are provided for your convenience only and do not constitute a recommendation or endorsement by Trilogy Financial Solutions NZ of the content of those pages.

Use of these links and websites is at your own risk. Trilogy Financial Solutions NZ is not responsible for any information or material found on linked pages, or any websites of which they form a part. Each other website may have its own terms, conditions and policies.

Copyright in the material on this website is at all times owned or licensed by Trilogy Financial Solutions NZ.

Except where necessary for and incidental to viewing the material on this website, or as permitted under applicable copyright law, no material on this website may be reproduced, stored in an electronic or other retrieval system, adapted, uploaded to a third-party location, framed, performed in public or transmitted in any form without prior written consent from Trilogy Financial Solutions NZ.