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

Separation or divorce and your super

Separation or divorce and your super

Separation or divorce can bring emotional and financial change. Super is often overlooked at this time, but it can be…
Putting healthspan at the heart of your plan

Putting healthspan at the heart of your plan

There is something deeply hopeful about the fact that we are living longer than previous generations. Advances in medicine, safer…
Chores or no chores? The economic psychology of giving kids pocket money

Chores or no chores? The economic psychology of giving kids pocket money

When growing up, many kids earned pocket money by babysitting, mowing lawns, walking dogs or washing cars for their neighbours.…
Discretionary trusts: What the proposed changes mean

Discretionary trusts: What the proposed changes mean

Family trusts have long been a popular structure for managing business income, investments and succession planning. However, a major change…
Protect your money in retirement

Protect your money in retirement

Retirement can be a time when people may try to take advantage of your trust. Protect your money from people…
What is compound interest?

What is compound interest?

Learn what compound interest is and how it can be used to grow your savings. Understanding compound interest Compound interest…
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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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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