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
Enjoy the now and secure your future
Managing your financial situation always involves tension between how you live your life now and preparing for your future –…
Time is up for the resilient consumer
It’s evident that the Australian consumer is under pressure. It appears the tailwinds that helped brand the consumer as ‘resilient’…
Your home in retirement
When you’re planning for retirement, consider what kind of home you can afford and what suits your level of independence.…
Joint accounts
A joint account is a bank account that more than one person can access. It can make it easier to…
Insuring against loss of income
Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners…
The pros and cons of taking the DIY super route
Having your own super fund provides more control, but they’re not for everyone. The number of Australians choosing to manage…