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

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)…
The aged care Star Ratings are changing – here’s why

The aged care Star Ratings are changing – here’s why

Key points: Star ratings for residential aged care homes are changing to a redesigned Compliance rating and incorporating care minute…
Thinking about an SMSF? Here’s what you need to know

Thinking about an SMSF? Here’s what you need to know

Some investors find it satisfying to take a do-it-yourself approach to retirement savings – taking on the responsibility for the…
Returning to work after having a baby

Returning to work after having a baby

Balancing financial and work commitments with caring for children is possible with a little planning. Set clear expectations at work…
Why it’s important to stay the course during market volatility – in three charts

Why it’s important to stay the course during market volatility – in three charts

Staying the course is sage advice for long-term investors anxious about market volatility — and for good reason By looking…
Super and planning for retirement

Super and planning for retirement

Check your super When you start to plan for retirement, you’ll need to check your super: where it is how…
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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