Jerome Ty
Works with employees and personal clients on clear, practical advice and workplace savings strategies.
Jerome is a Financial Adviser at Trilogy Financial Solutions, having built strong foundations over the past two years as a paraplanner supporting advisers and clients across the advice process.
Jerome now works directly with employees and personal clients, providing clear, practical financial advice. A key part of his role is supporting our workplace savings advice, working closely with employees and employers to develop and review KiwiSaver and investment strategies aligned to long-term goals and retirement outcomes.
Jerome brings a blend of technical, creative and analytical skills, with a background in computer science, graphic design and digital marketing. Outside of work he enjoys time with his young family, tennis, ultimate frisbee, karaoke and board games.
Where Jerome Ty helps.
Workplace savings
KiwiSaver
personal advice
Explore the advice areas.
Investment Planning
A diversified portfolio built around your personal risk profile, with transparent, fee-clear advice.
Retirement Planning
Model the retirement you want, then fund it — it is never too early or too late to start.
Residential Lending / Mortgages
A full brokerage service with the main New Zealand banks — we do the heavy lifting.
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.