Accumulate, Preserve & Protect

Helping you make better financial decisions to
live the ‘life you want’
Schedule a Call

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

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Underinsurance: What it is and how to avoid it

Get the right amount of home insurance and protect yourself from costly surprises. When disaster strikes, the last thing you…
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Lenders Mortgage Insurance

What is Lenders Mortgage Insurance (LMI)? If you’re finding it difficult to save a 20% home loan deposit, you might…
The ATO is targeting super dental extractions

The ATO is targeting super dental extractions

The number of applications to access super for medical treatments has surged You may have heard or read ads from…
5 strategies for financially surviving divorce

5 strategies for financially surviving divorce

Divorce can be one of life’s most emotionally and financially disruptive events. Whether you’re in the early stages of separation…
How to spot a scam website

How to spot a scam website

Recently, there was an alert about the ASIC Moneysmart website being impersonated. It’s part of a growing – and increasingly…
Australians have $2.6 billion in unclaimed money. Here’s how to check if some of it is yours

Australians have $2.6 billion in unclaimed money. Here’s how to check if some of it is yours

How to search for unclaimed money Did you know that there is around $2.6 billion in lost shares, bank accounts…
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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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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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