Couple starting out
A couple in their mid 20’s came to see Trilogy Financial Group to discuss their finances in preparation for starting a family. They had a home loan, car loan and a personal loan that were placing significant pressure on their financial situation. Put simply, they were not repaying the loans fast enough.
Trilogy helped them create a detailed budget and helped them be as honest and objective as possible about their income and expenses. Trilogy worked with the couple to prioritise their spending habits and allocate surplus funds to the reduction of debt. After some time, the couple found that they weren’t left short of funds for major bills and began to reduce their debt levels.
The couple also worked with Trilogy to ensure their lifestyle and financial position were protected from unforseen events. This gave the couple the confidence to leap into the next phase of their life.
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
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