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

Save for a house deposit

Save for a house deposit

Buying a house is exciting and life changing. It all starts with saving for the deposit. Find out how much…
Trauma insurance

Trauma insurance

A critical illness or serious injury can make it difficult to continue to work. Trauma insurance can help support you and…
A guide to combining finances for couples and newlyweds

A guide to combining finances for couples and newlyweds

What it means to combine finances Even if you have a strong relationship, there are some important details to consider…
Investing cycles – Lessons from the Magnificent 7

Investing cycles – Lessons from the Magnificent 7

When it comes to investing in shares, it’s often said that time is your friend. The data shows that investing…
Investment Property: Getting it right

Investment Property: Getting it right

With property remaining a high-priced asset, it’s more important than ever for investors to ensure their property investments are a…
What is aged care like in Australia?

What is aged care like in Australia?

Key points: The aged care system in Australia has three main pillars — home care, residential aged care, and retirement villages If…
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, AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000. 

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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