Accumulate, Preserve & Protect

Helping you make better financial decisions to
live the ‘life you want’
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Stress Less. Take Control. Plan Ahead.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future. It’s leaving a legacy for the next generation. At Trilogy Financial Group we help you get control of your money so you can live life on your terms.

How can we help?

  • Get started and set your family up for success
  • Build wealth and pursue your goals
  • Prepare for retirement and beyond
  • Make the most of retirement

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Prepare for tomorrow,
make the most of today.

Retire
Right

Insights

Keeping records for property

Keeping records for property

Which records to keep for your property so you can work out CGT when you sell it. Property records you…
Interest, dividend and other investment income deductions

Interest, dividend and other investment income deductions

Deductions you can claim for the costs of earning interest, share dividends, or income from other investments. Interest income expenses…
More volatile and constrained – the macro investment outlook for 2025

More volatile and constrained – the macro investment outlook for 2025

Key points – 2024 was another strong year for investors with shares up strongly on the back of better than…
It’s super hump month. Make the most of it

It’s super hump month. Make the most of it

Six ways to get more money into your superannuation fund. The start of the 2024-25 financial year on 1 July…
Releasing the value in your home

Releasing the value in your home

Rising property prices have led many people to look for ways to unlock the increased equity in their homes so…
Preparing your kids for financial success

Preparing your kids for financial success

Here’s some easy money management skills for children of different ages. Teaching good financial habits, such as saving and budgeting,…
Read more

Kind words from our clients

We are very pleased with the experience and the level of professionalism we received from Colin and staff at Trilogy. Thank you for assisting us with our financial future and an organised transition to a happy retirement.
– Gordon & Georgina Schultz
Colin, Whenever I’ve needed access to finance, your “Can do, when do you want it by?’ approach never fails. Even if juggling phone calls to / from your hospital bed is required to assist me. Action way beyond the call of duty! And I’m still afloat.
– Liz Kearney
Strategies used by Trilogy have allowed us to enjoy a tax effective retirement income, knowing that our farm Succession plans and Estate planning objectives have been put in place and clearly explained and discussed using mind maps on an interactive screen. This has been supported by a joint meeting with our Solicitor and our Trilogy consultant. We highly recommend the professional Trilogy team who will work with you to realise your retirement objectives.
– Clients from Trentham Cliffs

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Trilogy FG Pty Ltd (t/a Trilogy Financial Group) is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, Australian Financial Services License number 230323 of Suite 3, Level 8, 309 Kent St Sydney NSW 2000.

The advice on this website may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.
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Call (03) 5021 1235

158-164 Langtree Ave
Mildura, VIC 3500

PO Box 5089
Mildura VIC 3502

Mon - Fri: 8.30am - 5pm
Sat - Sun: Closed
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Jane Brown

Head Accountant

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