Our financial planning services help you to accumulate, preserve & protect wealth.

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Wealth Creation

Regardless of your current financial position and financial life stage, Trilogy Financial Group undertake a complete analysis of your goals to develop your financial plan.

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Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.

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Wealth Protection

Insurance is the foundation of all financial plans. Trilogy Financial Group can help you evaluate the risks and come up with the right insurance solution for you and your family.

Why Choose Us?

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Our team

hayden-allen300

CFP BEc F Fin

“Our team is committed to providing Trilogy clients with the highest quality financial advice”

Hayden is a founder and Director of Trilogy Financial Group and has 15 years experience providing financial advice to clients. He is a Certified Financial Planner and holds a Bachelor of Economics from the Flinders University of South Australia.

colin-ash300

DFP

“To live through others retirement plans is what I enjoy the most”

Colin joined Trilogy Financial Group in 2013 after almost 30 years with one of the big 4 banks, including most recently 13 years experience as a financial adviser.

Colin was drawn to Trilogy Financial Group due to its focus on building strong, long-term relationships with its clients.

robert-chiswell300

CFP

“I help build financial blueprints for people that make a real difference to their lives.”

Robert joined Trilogy Financial Group in 2002. He is a Certfied Financial Planner (CFP) and has over 10 years experience providing clients with quality financial advice.

Robert enjoys working with clients to develop their financial skills and designing strategies that make a real difference to their financial well-being and security. Robert takes exceptional pride in the level of trust clients demonstrate when they refer family, friends and other people in their networks to him.

anthony-gauci300

BCom / Business Law

“I believe that every person should have a strong financial foundation in place”

Anthony joined Trilogy Financial Group in 2013 where he commenced in a client support role. After completing his Bachelor of Commerce/Business Law degree in 2014, he moved into a Financial Adviser role with the Business.

Anthony loves dealing with people and as an adviser he recognises the importance of assisting clients with establishing a strong financial foundation in order to build their short and long term wealth. Anthony is a big believer in family and it is the support of his family that has assisted him with progressing through his working career.

mel-lever300

“I pride myself on finding solutions for clients”

Mel Lever joined Trilogy Financial Group in 2011 after 18 months working for a large commercial law firm in Adelaide. Mel joined Trilogy in a client support role and soon after completed a Bachelor of Business (Financial Planning).

What our clients say