Lending Update with Adrian Dale - July 2023

In this lending update, Trilogy is pleased to welcome back Adrian Dale, our own Lending Specialist. After observing the tricky property market of the last 20 months, Adrian shares his insights today on where he feels interest rates are at the moment and where they may be headed from here. He also shares his views on whether now is a good time to buy or if further patience may be required for First Home Buyers waiting for the trough of the market.

Disclaimer: This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, Trilogy Financial Solutions NZ Limited, do not accept any responsibility or liability arising from your use of this information.

Investment Update with Trisha Edmonds - ANZ Investments June 2023

In our latest investment update, Trilogy is pleased to introduce Trisha Edmonds, the Head of Distribution at ANZ Investments. Trisha is highly experienced in the financial services industry, having held a number of senior roles in various organisations since 1990 including Armstrong Jones, ING and ANZ Investments. Since joining the financial services industry in 1990, Trisha is committed to delivering on her passion to ensure all Kiwis receive high-quality financial advice and appropriate solutions. Trisha sat down with Chiti to discuss the many investment concepts such as the magic of compound interest, the retirement dream and the importance of KiwiSaver.

Disclaimer: This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, ANZ Investments Limited, and Trilogy Financial Solutions NZ Limited, do not accept any responsibility or liability arising from your use of this information. The views and opinions expressed in this webinar are those of the speakers and do not necessarily represent the view of ANZ Investments Limited.

Investment Update with Russell Investments - April 2023

With inflation and interest rates showing signs of peaking and debate amongst analysts as to what this means for markets throughout the rest of 2023, it is timely that we call on the knowledge of another investment professional to share their thoughts.

In our latest investment update, Trilogy’s Investment Specialist, Chiti sits down with Alexander Cousley of Russell Investments. Alex is Russell’s Asia Pacific Investment Strategist, a CFA Charterholder and is a member of the CFA Society of Sydney.

In this update, Alex gives his views on what impact the current inflation and interest rate outlook may have on share and bond prices and why, during tricky economic times, diversification is key.

Disclaimer: This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, Russell Investments Limited, and Trilogy Financial Solutions NZ Limited, do not accept any responsibility or liability arising from your use of this information. The views and opinions expressed in this webinar are those of the speakers and do not necessarily represent the view of Russell Investments Limited.