Trilogy Financial Solutions

Trilogy Financial Solutions We are a boutique financial planning business located in Parnell, Auckland.

We provide a holistic approach to financial planning whether you are a first home buyer, accumulator or planning your retirement.

07/04/2026

How to get cheap loans for green projects

The teams from Trilogy Financial Solutions and Morris & Co Financial Advisers recently joined together for a teambuildin...
05/03/2026

The teams from Trilogy Financial Solutions and Morris & Co Financial Advisers recently joined together for a teambuilding hike at the Comans Track Mercer Bay Loop.

While more challenging than anticipated, the breathtaking views and great company helped keep everyone's spirits up. The team completed the hike a little out of breath but proud of the collective achievement.

The Trilogy Financial Solutions Team enjoyed a beautiful Saturday morning at Cornwall Cricket Club's Junior Open Day, as...
20/10/2025

The Trilogy Financial Solutions Team enjoyed a beautiful Saturday morning at Cornwall Cricket Club's Junior Open Day, as part of our company's sponsorship of the club.

It was great seeing all the juniors having fun participating in a variety of drills and activities offered on the day.

We also had a great time supporting the morning's activities and providing well-earned ice blocks to the aspiring young cricketers.

Some shoutouts:
๐Ÿ‘ Well done to Nick Taylor for organising the successful event.
๐Ÿ–‹๏ธThank you to ANZ/Mark Humphrey for supplying us with giveaway merch that was very well received.
๐Ÿฆ Thanks also to FreshChoice for supplying the refreshing ice blocks for the kids.

13/10/2025
Great news for homeowners and buyers: ANZ has joined BNZ in cutting its one-year fixed mortgage rate to 4.49%, the lowes...
01/10/2025

Great news for homeowners and buyers: ANZ has joined BNZ in cutting its one-year fixed mortgage rate to 4.49%, the lowest since May 2022.

With rates this attractive, you might be thinking about making the leap and getting into your first home. Or, you might be considering your next property investment.

Adrian, our in-house mortgage specialist, can help you no matter which stage of the property journey you're on.

Send us a DM or leave a comment if you'd like to get in touch.

The country's biggest bank has moved to match BNZ with a one-year home loan rate below 4.5 percent.

The first race of the Shorthanded Sailing Association of New Zealand Triple Series 2025 kicked off this weekend.We're ex...
14/07/2025

The first race of the Shorthanded Sailing Association of New Zealand Triple Series 2025 kicked off this weekend.

We're excited to be part of Wealthpoint NZ's sponsorship of this event.

Congratulations to all those who completed race one. Looking forward to the next leg of the series and continuing to support this fantastic event

07/05/2025

Pay off debt or invest?

03/04/2025

Interest rate update part 3 by Adrian, our Mortgage Specialist, covering how first-home buyers can leverage the "bank of mum and dad" to get on the property ladder.

Plenty of smiles on our Trilogy and MoCo teams after a successful event!
20/03/2025

Plenty of smiles on our Trilogy and MoCo teams after a successful event!

The team at Trilogy Financial Solutions got together for a business planning session today. It was an insightful and pro...
14/03/2025

The team at Trilogy Financial Solutions got together for a business planning session today. It was an insightful and productive conversation, and it's left us all excited for the year ahead.

Address

Level 1, 153 Parnell Road
Auckland
1052

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+6495235993

Alerts

Be the first to know and let us send you an email when Trilogy Financial Solutions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Trilogy Financial Solutions:

Featured

Share