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
Choosing between a credit card or personal loan
Personal loans vs credit cards Upcoming travel, car upgrade, Christmas festivities or home renovations on the horizon? If you need…
More money in your pocket, by paying off your mortgage faster
For most of us, our mortgage is our biggest financial burden – and one that’ll be with us for decades.…
Develop an investing plan
Planning is the key to successful investing. Creating a plan will help you find investments that fit your investing time…
When you can access your super early
Overview You can access your super early in very limited circumstances, including to pay certain expenses on compassionate grounds, as…
The potential estate complexities of dying without a will
Having a legally valid will can go a long way to avoiding disputes over the division of your assets. What…
Markets love certainty, but what happens next?
Financial markets can be like finely tuned racehorses, poised to gallop ahead under ideal conditions but often highly reactive 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