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

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…
Are downsizer contributions losing steam?

Are downsizer contributions losing steam?

Tax Office data shows fewer people used its super scheme in 2024-25 Introduced in 2018, the home downsizer scheme allows…
ASIC warns investors on pump and dump scammers

ASIC warns investors on pump and dump scammers

How investors are being duped by unscrupulous operators In late December the Australian Securities & Investments Commission issued a warning…
The borrowing fallout from higher-for-longer rates

The borrowing fallout from higher-for-longer rates

In lifting its official cash rate by 0.25% back to 3.85% in February, the Reserve Bank of Australia (RBA) sent…
Navigating grief in the aged care system: why support must start long before end-of-life

Navigating grief in the aged care system: why support must start long before end-of-life

New research shows grief in aged care begins long before death, starting at the moment a loved one enters residential…
Strategies for an unexpected retirement

Strategies for an unexpected retirement

The best time to start planning for retirement is yesterday. But the second-best time? Today. About two-thirds of Australians retire…
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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