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

Is federal government spending really to blame for higher inflation? It’s not clear cut

Is federal government spending really to blame for higher inflation? It’s not clear cut

There has been a spate of articles and commentary in recently calling on the Australian government to reduce spending. Those…
Scam alert: Scammers impersonating banks in text messages, phone calls and emails

Scam alert: Scammers impersonating banks in text messages, phone calls and emails

Background There’s a rise in criminals calling, emailing or messaging people and pretending to be from the bank so that…
How cutting the capital gains tax discount could help rebalance the housing market

How cutting the capital gains tax discount could help rebalance the housing market

Capital gains tax is once again the subject of parliamentary debate, with Treasurer Jim Chalmers declining to rule out options…
Working on your career could be your best money move

Working on your career could be your best money move

If you are trying to get ahead financially, it can sometimes feel harder than it should be. You budget, you…
Super tax shake up

Super tax shake up

Superannuation tax rules are changing again and there are implications for those with very large balances as well as those…
What the RBA wants Australians to do next to fight inflation – or risk more rate hikes

What the RBA wants Australians to do next to fight inflation – or risk more rate hikes

When the Reserve Bank of Australia (RBA) board voted unanimously to lift the cash rate to 3.85% in February, the…
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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