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
Are you an impulsive spender?
Characteristics of impulsive spenders A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change…
Weighing up the Age Pension and the assets test
Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have…
The lost super pile keeps growing
There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many…
Save for an emergency fund
An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel…
Keeping records of shares and units
Records you need to keep When you sell your shares in companies or units in managed funds, most of the…
Transfer from a foreign super fund to an Australian super fund
Overview Money you transfer from a foreign super fund to a complying Australian super fund may: count towards you super…
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