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Kelly is a Financial Adviser (FSP489747) and provides advice in Investments, KiwiSaver and Residential Lending. 

 

Kelly has been with Trilogy Financial Solutions since 2013. Setting goals with clients and helping them reach them whether it be buying a first home, or a comfortable retirement is what drives Kelly’s advice. 

 

Kelly is also a Financial Adviser with our sister company Morris & Co Financial Advisers which specialises in Life and Health Insurance.

Trilogy Financial Solutions is a member of the Wealthpoint network and holds the Financial Service Provider licence.

kelly@trilogyfs.co.nz

09 553 8930

0210 8416335

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