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

Five money tasks to start the new year

Five money tasks to start the new year

Getting on top of your finances is one of the most common new year’s resolutions. But sticking to them can…
Protecting what matters most

Protecting what matters most

We plan for holidays, home renovations, and retirement but we’re less likely to plan for the unexpected. Life insurance is…
Prepare for an SMSF shake-up in 2026

Prepare for an SMSF shake-up in 2026

Self-managed superannuation fund (SMSF) trustees always have a lot on their to-do lists but the first few months of 2026…
Life cover

Life cover

A sudden death can place financial stress on those who depend on you. If this happens, life cover can help…
Your money, your priorities

Your money, your priorities

Investing may be all about the numbers – growth, returns and risk – to build a secure future but increasingly…
Investing in rare earths requires patience and perspective

Investing in rare earths requires patience and perspective

Few investment sectors combine geopolitical intrigue, technological innovation and long-term growth potential quite like rare earth elements (REEs). For Australians,…
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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