We are a boutique financial planning company based in Parnell, Auckland providing financial planning advice, investment planning advice, KiwiSaver advice, retirement planning, and mortgage advice. Trilogy Financial Solutions is part of the WealthPoint Financial Adviser Provider (FAP) network who holds a full licence to provide advice in New Zealand. Wealthpoint is a co-operative owned by a network of more than 50 financial services advisory businesses, including Trilogy Financial Solutions, operating from more than 70 locations across New Zealand.

 

We offer great training and personal development to grow your career, an opportunity to work with like-minded high achievers, and a platform to demonstrate skills.