Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
7
self-reported 2–10 band
Founded
2019
7 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
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
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | NZ |
All codes: NZ
Addresses
- NZLevel 1, 153 Parnell Road; Parnell; Auckland, 1052Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Counts only. No names are stored here, and none are served.
FAQ
How many people work at Trilogy Financial Solutions NZ Ltd?
The record holds 7 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Trilogy Financial Solutions NZ Ltd have offices?
One address on record, New Zealand only. Primary: Level 1, 153 Parnell Road, Parnell, Auckland 1052.
Has Trilogy Financial Solutions NZ Ltd raised funding?
None linked to this brand.
Which companies are listed alongside Trilogy Financial Solutions NZ Ltd?
Seven peer profiles on record: Cooper and Company and Wealthpoint Ltd.