Trilogy Financial Solutions
Our services

Advice for the three moments that matter most.

Buying property, growing wealth, and stepping into retirement. We cover all three, and make sure they work together.

Layered amber and grey glass panels representing a diversified portfolio
01

Investment Planning

Our approach to investing starts with understanding your personal risk profile, then diversifying your portfolio so risk is minimised while your potential returns are maximised. Everything is written down in plain English, and we stay transparent about costs so you can make fully informed decisions.

  • Know how much risk is right for you
  • Spread risk properly
  • Keep costs and tax efficient
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02

Retirement Planning

Far too many people underestimate how much money they will need in retirement, especially after becoming accustomed to a certain quality of life. We help you picture the retirement you actually want, put a number on it, and build a plan to fund it.

  • Put a number on your retirement
  • Close the gap
  • Plan the drawdown
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03

Residential Lending / Mortgages

We provide a full brokerage service with the main banks in New Zealand. Whether you are a first home buyer, an investor, upgrading or downsizing, we help you reach the goal. Using an adviser from our team means a competitive offer on rate and cash contribution, plus sound advice on structure that lines up with your short, medium and long-term plans.

  • Bank negotiation
  • Structure that saves interest
  • Approval strength
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How advice connects

Decisions in one area affect the others.

Your investment strategy should account for mortgage commitments, retirement timing and the amount of risk you can live with. Your lending should be structured around the same short, medium and long-term goals.

Trilogy keeps those conversations joined up, so the advice you receive is practical today and still aligned with where you want to be years from now.

Life and health insurance advice sits with our sister company.

Trilogy Financial Solutions focuses on investment planning, retirement planning, KiwiSaver conversations and residential lending. We do not provide life and health insurance advice through this business.

If a conversation identifies a need for life, trauma, income protection, disability or health insurance advice, we can point you to our sister company, Morris & Co Financial Advisers. They specialise in that area, while Trilogy continues to focus on the advice services listed above.

We keep this distinction clear so you know which business is responsible for each area of advice and where to find the right specialist support.

Visit Morris & Co

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.

Book a chat09 553 8928