Couple starting out

A couple in their mid 20’s came to see Trilogy Financial Group to discuss their finances in preparation for starting a family. They had a home loan, car loan and a personal loan that were placing significant pressure on their financial situation. Put simply, they were not repaying the loans fast enough.

Trilogy helped them create a detailed budget and helped them be as honest and objective as possible about their income and expenses. Trilogy worked with the couple to prioritise their spending habits and allocate surplus funds to the reduction of debt. After some time, the couple found that they weren’t left short of funds for major bills and began to reduce their debt levels.

The couple also worked with Trilogy to ensure their lifestyle and financial position were protected from unforseen events. This gave the couple the confidence to leap into the next phase of their life.