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

Children’s share investments

Children’s share investments

Quoting a tax file number When you buy shares, you have a choice whether you quote a tax file number…
Do a debt detox to get your finances ‘home-loan ready’

Do a debt detox to get your finances ‘home-loan ready’

Thinking of buying a home? That’s a big step and an exciting one too. But before you start scrolling through…
Lifetime income streams

Lifetime income streams

Setting up a lifetime income stream is one way to get regular payments in retirement. What is a lifetime income…
How depreciation works for a new investment property

How depreciation works for a new investment property

Why depreciation matters for investors of new property? Depreciation is what the Australian Taxation Office (ATO) recognises as the gradual decrease…
Five defining investing themes of 2025

Five defining investing themes of 2025

The key factors that influenced trading on global financial markets 2025 was defined by dramatic shifts and surprising outcomes across…
Super health check

Super health check

Why you should review your super Your super could be one of the biggest assets you’ll accumulate in your lifetime.…
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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