Why Choose Us?
Where to find us
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.
“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.
“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.
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.
“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
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
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
It’s been a very rewarding experience for my wife and I to use Trilogy for our financial planning. Hayden was able to quickly map out our financial position and have positive ideas on how to build wealth to maximise savings in line with what we were comfortable with and could afford.
We’ve now got a well-diversified portfolio that’s proven itself to hold up well even when the markets get tough.
Through some early planning, we’ve also seen how making small constant contributions will benefit our 4 year olds future.
Being a young couple with investments and starting a family, having a secure income was essential, so an income protection package was suggested for us. Normally people set these up and don’t put too much thought into them, but I’ve actually had to use mine. I was off work for 3 months and it’s times like these having a properly setup policy really shines. The whole claim process was straight forward without any issues which meant my family and I didn’t have any financial stress during that time.
Annual reviews are very informative, with a complex report over the last 12 months, we can see if goals have been met or our financial needs have changed plus a good time to review and plan for the next 12 months. Hayden and the team have also always been there for me every other day to answer any call or email whenever I’ve had a question.
We’ve used Hayden now for 10 years and can really see our plans working for us, that gives extra confidence moving forward with Trilogy.
– Anthony and Joanne Gervasi
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