• Retirement Planning
• Investment Planning
• Residential Lending
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.
Welcome to a new era and a new team...
Fifty-three years ago, Steve Morris’ late father, Bill Morris, started a company that provides retirement planning and financial advice. Much has changed in the financial landscape since then.
In anticipation of the ongoing change and evolution of financial advice in New Zealand, with a focus on our current and potential future clients' ever-growing needs, Trilogy Financial Solutions NZ has merged with Montage Financial Planning and Select Investments.
With the merger of our two businesses, we are proud to announce the appointment of our new Principal, Financial Adviser Chitral Wijesinha. Steve’s ongoing role as Director sustains Trilogy’s strategic long-term planning advice through our experienced Financial Adviser team.