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Steve is a Financial Adviser (FSP59721) and gives advice primarily in the Corporate and SME market,  designing and implementing Employee Benefits plans for staff and providing Workplace Financial Education.

Steve is also a Financial Adviser of our sister company Morris & Co Financial Advisers which specialises in Life & Health Insurance. 

 

Steve followed in his late father's footsteps, Bill Morris, who established their business in 1968 and has now been a Financial Adviser for over 30 years.

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

steve@trilogyfs.co.nz

09 553 8929

021 905 911

 

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