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
Self-managed super fund (SMSF)
A self-managed super fund (SMSF) is a private super fund that you manage yourself. SMSFs are different to industry and…
A simple way to retire earlier
Using a fundamental investing principle could help many Australians bring their retirement forward. It’s simple investing mathematics really. The more…
The one thing in investing you can control
You can’t control what happens on financial markets. But you can control one factor to improve your returns. When it…
Combat cost-of-living hikes and keep saving
Cost of living pressures coupled with rate rises have made it more difficult to save for a home deposit and…
Why many retirees are underspending
After accumulating superannuation savings over multiple decades, many retirees are fearful of spending too much. When it comes to life…
Four timeless principles for investing success
Investing success can mean different things to different people. Being clear on what success means for you is key to…
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