TRILOGY FINANCIAL SOLUTIONS NZ LTD
Who is TRILOGY FINANCIAL SOLUTIONS NZ LTD?
We are a boutique financial planning business located in Parnell Auckland. Specialising in Investment Planning, Retirement Planning & Residential Lending advice. We provide a holistic approach to financial planning whether you are a first home buyer, accumulator or planning your retirement
Industry & Specialities
Banking Financial Services & Insurance (BFSI)
Others in Banking Financial Services & Insurance (BSFI)
Countries of Operation
New Zealand
Headquarters:
New Zealand
Company Type:
SME
Company size:
1-10 Employees
Year Founded:
2019 (7 years)
Address:
LEVEL 1, 153 PARNELL ROAD; PARNELL; AUCKLAND, 1052, NZ
Employees by Department
- Operations (1)
- Sales (1)
- The Rest (3)
- Total (5)
Key Decision Makers
Rosalind Morris
Business Manager
Andrew Webster
Financial Adviser
Cam Posner
Paraplanner
Elodie George
Paraplanner
Employees by Seniority
C-level
0employees
Senior
0employees
Non-managers
6employees
Financials
LOW
spending power
Funding Status
Private
Associated Legal Entities
0 entities
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Frequently Asked Questions (FAQ)
- How long has TRILOGY FINANCIAL SOLUTIONS NZ LTD been operating for?
- What is the funding status of TRILOGY FINANCIAL SOLUTIONS NZ LTD?
- Where is TRILOGY FINANCIAL SOLUTIONS NZ LTD's headquarter?
- What TRILOGY FINANCIAL SOLUTIONS NZ LTD's spending power?
- Does TRILOGY FINANCIAL SOLUTIONS NZ LTD have a presence in the domain it operates in?