Accumulate, Preserve & Protect

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

How to financially ease into retirement

How to financially ease into retirement

Deciding when to retire is a big decision and even more difficult if you are concerned about your retirement income.…
What are family trusts?

What are family trusts?

Many of us associate trust funds with their depictions in popular culture – tools used by the mega-rich to distribute…
Markets are choppy. What should you do with your super if you are near retirement?

Markets are choppy. What should you do with your super if you are near retirement?

For Australians approaching retirement, recent market volatility may feel like more than just a bump in the road. Unlike younger…
Your 30 June superannuation checklist

Your 30 June superannuation checklist

With the end of the current financial year fast approaching, time is running out if you’re planning to boost your…
The superannuation changes from 1 July

The superannuation changes from 1 July

The super changes coming into effect in the 2025-26 financial year Australian superannuation laws are set to change once again…
ASX zombies make a strong case for investment diversification

ASX zombies make a strong case for investment diversification

Here’s what a zombie company is and why they can be a detractor to your returns Australian Securities Exchange (ASX)…
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

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Trilogy FG Pty Ltd (t/a Trilogy Financial Group) is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, Australian Financial Services License number 230323 of Suite 3, Level 8, 309 Kent St Sydney NSW 2000.

The advice on this website may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.
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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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