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
Almost 3 million workers will get a 4.75% pay rise in July. But wages can’t catch up with inflation
Around 2.8 million of Australia’s lowest-paid workers got a 4.75% pay rise from July 1 this year, after the latest…
Superannuation: more relevant than ever
A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as…
What’s your risk profile?
Understanding your risk profile is one of the most important steps you can take as an investor. It helps shape…
How much do you really need to retire? It’s probably a lot less than $1 million
Every few months, someone in the superannuation industry declares that Australians now “need” around A$1 million to retire comfortably. It’s…
Insider trading
Acting on a hot tip might sound like a good idea when investing but if that hot tip is inside…
Searching for lost super
How to check for lost member super accounts. What is lost super Lost member super accounts are reported to the…
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



