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

Creating a retirement financial plan

Start your retirement financial plan early Don’t wait until you’re getting close to retirement to start your plan. You have…
Bills of exchange

Bills of exchange

Bills of exchange can look and sound similar to term deposits, but they do not have the same protections and…
The property vs shares debate heats up

The property vs shares debate heats up

Property booms and market swings shape the case for property and shares Hot property markets and volatile share markets add…
Seniors face health insurance bill shock of up to $1,600 a year

Seniors face health insurance bill shock of up to $1,600 a year

Older Australians could face health insurance price rises three times higher than others under new government rebate changes. Here’s what…
Retirement income options when markets are volatile

Retirement income options when markets are volatile

The income assumptions many have carried into retirement are being tested in the current economic climate. Markets have lurched from…
Finding balance in fixed income

Finding balance in fixed income

Higher yields and income keep bonds resilient amid volatility The first quarter of 2026 has delivered no shortage of headlines,…
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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