Specialising in investment and residential lending advice

We are a boutique financial planning business located in Newmarket Auckland.

We provide a holistic approach to financial planning whether you are a first home buyer, accumulator or planning your retirement.

No matter where you're at in your life, Trilogy Financial Solutions can help you get your financial future organised and set you on the path to achieving your goals.

News & updates
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Our full team started working from home Monday and continue to be available to assist you

Update 27th March
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Recent Events

The 19 February 2020 appears now to have been the end of an 11-year Bull market...

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Market Outlook 2020

2020 was looking better until a few weeks ago when the world was hit by the Coronavirus...