Accumulate, Preserve & Protect

Helping you make better financial decisions to
live the ‘life you want’
Schedule a Call

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

3.5 million Australians experienced fraud last year. This could be avoided through 6 simple steps

3.5 million Australians experienced fraud last year. This could be avoided through 6 simple steps

About 14% of Australians experienced personal fraud last year. Of these, 2.1 million experienced credit card fraud, 675,300 were caught…
Big changes ahead for Aged Care

Big changes ahead for Aged Care

The number of Australians aged over 65 is expected to more than double in the next 40 years while the…
Turbocharge your super before 30 June

Turbocharge your super before 30 June

More than half of us set a new financial goal at the beginning of 2025, according to ASIC’s Moneysmart website.…
Wills and powers of attorney

Wills and powers of attorney

A good estate plan will help make sure your wishes are carried out when you die. It can also help…
Keep track of your investments

Keep track of your investments

Review your investments regularly to make sure you’re on track to reach your financial goals and you’re comfortable with the…
How Home Care Packages can help reduce entries to hospital

How Home Care Packages can help reduce entries to hospital

Hospital admissions can be distressing for individuals and costly for healthcare systems. Many of these admissions, particularly for older adults…
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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