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…
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