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

Relationships and money

Relationships and money

Making plans to move in with your partner or share finances can be exciting. Knowing your financial and legal responsibilities,…
Five building blocks that could lead to a more confident retirement

Five building blocks that could lead to a more confident retirement

Vanguard’s newly released How Australia Retires 2025 report explores how Australians prepare for and experience retirement. Based on a nationally…
Cash reserves hit new records but avoid the traps

Cash reserves hit new records but avoid the traps

Why holding too much cash could burn a hole in your investment returns Monthly data just released by the Australian…
Spouse super contributions

Spouse super contributions

Ways of contributing to your spouse’s super There are 2 ways of contributing to your spouse’s super: You may be able…
How mortgage debt is reshaping retirement for Australians

How mortgage debt is reshaping retirement for Australians

Mortgage debt is impacting the confidence of many retirees Vanguard’s How Australia Retires 2025 report reveals a concerning trend: more…
Boost your super savings

Boost your super savings

What’s your super strategy? Creating a strong super strategy is crucial to setting yourself up for success later in life.…
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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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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