Accumulate, Preserve & Protect
Helping you make better financial decisions to
live the ‘life you want’
live the ‘life you want’
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
Yours, mine & ours - estate and succession planning for modern families
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A…
Using your redraw facility on your home loan
What is redraw? Let’s say you’ve made a habit of paying more than your minimum scheduled home loan repayments. This…
Should I buy insurance through my super?
While we all hope for good health, the reality is that some of us may struggle at times with sickness…
How to start a conversation about money
Why it’s so important to talk about your finances According to this research1, one in two Australians don’t sit down…
Transition to retirement
Transition to retirement rules Under the transition to retirement rules, when you reach your preservation age, you may be able to…
Negative gearing: Time to re-evaluate your strategy?
In the space of 18 months – interest rates have risen regularly – which has seen plenty of positively or…