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

Dealing with illness

Dealing with illness

Dealing with illness is often unexpected and stressful. Getting emotional and financial support can help you manage. Here, we explain…
Age Pension increase offers relief as deeming rates rise gradually

Age Pension increase offers relief as deeming rates rise gradually

The Federal Government increased the Age Pension from 20 March 2026, alongside a gradual rise in deeming rates. Advocacy group…
What exactly is inflation, and are interest rates the only option for dealing with it?

What exactly is inflation, and are interest rates the only option for dealing with it?

Just when we thought it was safe to return to the supermarket aisle, it seems inflation has come back to…
Private credit’s third act: Reconnecting with banks

Private credit’s third act: Reconnecting with banks

Understanding how market maturity is reshaping private risk credit Private credit has moved from the edge of finance to an…
Does ‘free’ shipping really exist? An expert shares the marketing tricks you need to know

Does ‘free’ shipping really exist? An expert shares the marketing tricks you need to know

You’re scrolling through an online retailer, like Amazon, Shein or eBay, and spot a shirt on sale for $40. You…
Salary sacrificing super

Salary sacrificing super

How a salary sacrifice arrangement can be used to make voluntary super contributions. Benefits of salary sacrificing You and your…
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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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