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

Investment scams

Investment scams

Be suspicious of anyone offering you easy money. Scammers are skilled at convincing you that the investment is real, the…
Succession planning – More than an exit strategy

Succession planning – More than an exit strategy

Although the day may be a long way off, when it comes to exiting your business, the golden rule is…
How $10,000 performed across eight asset classes in 2024

How $10,000 performed across eight asset classes in 2024

Another year of varied returns demonstrates the importance of diversification. Global share markets surged into record territory during 2024, delivering…
Salary packaging

Salary packaging

Salary packaging is when you and your employer ‘package’ your salary into income and benefits. It’s also known as salary…
The benefits of automating your personal finances

The benefits of automating your personal finances

In today’s fast-paced world, where every minute counts, managing personal finances can feel like another tedious task. However, thanks to…
Five financial steps for the new year

Five financial steps for the new year

The start of 2025 is a good opportunity to take decisive financial steps.  The new year can often be a…
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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