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

Ways to fast track paying off your mortgage

Ways to fast track paying off your mortgage

Owning your home outright might feel like a far-off dream, especially if you’re grappling with cost-of-living increases – but with…
How much super should I have?

How much super should I have?

How much super should I have is a common question. But when it comes to how much super (or other…
The hunt for yield is on again. But not all yields are the same.

The hunt for yield is on again. But not all yields are the same.

Low interest rates have intensified the search for higher income returns Noted in a recent article, Australian households are now…
How changes to deeming rates could affect your pension payments

How changes to deeming rates could affect your pension payments

What the end to the deeming freeze means for Age Pensioners If you receive the Age Pension, changes that came…
Are you a glass-half-full or glass-half-empty investor?

Are you a glass-half-full or glass-half-empty investor?

When you think about the markets, do you see promise or peril? Are you the type to believe the glass…
Legacy or liability? Planning a smooth wealth transfer

Legacy or liability? Planning a smooth wealth transfer

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according…
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

View our latest newsletter and register to receive the latest financial and lifestyle articles.

View Newsletter
Register Now
Linkedin-in Twitter Facebook-f Instagram
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
Youtube Twitter Facebook-f Instagram

Jane Brown

Head Accountant

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam pharetra aliquet ligula in volutpat. Aenean laoreet leo massa, non laoreet ante imperdiet ut.

Aliquam imperdiet pellentesque eleifend. Proin feugiat nulla eget nunc dapibus, at aliquet dui interdum. Cras porttitor ultrices volutpat. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.

Morbi eu est velit. Sed pulvinar mi ac congue euismod. Aliquam erat volutpat. Aliquam et cursus dui, ut mollis tortor. Donec eget eros eget nunc accumsan congue sed in orci. Vivamus quam nunc, egestas non dapibus non, aliquet vitae dui. Maecenas elit nibh, consectetur id ipsum quis, convallis euismod nisl. Sed sem magna, semper vitae felis et, fermentum euismod justo. Sed tristique mauris lorem, id auctor nisi tincidunt eget.

Facebook-f Twitter Linkedin-in