What are you looking for?

      About Uschevron down

      Accumulate, Preserve And Protect Your Wealth!

      General Info

      Trilogy Financial Group provides financial planning services to help you accumulate preserve and protect your wealth.

      Trilogy Financial Group Trilogy Financial Group is a prominent, independent financial advisory firm. Founded in 2002 and headquartered in Mildura, Victoria, the firm delivers specialized wealth management solutions to families, individuals, and businesses nationwide. Operating as an accountability partner, Trilogy Financial Group combines localized, multi-generational client care with institutional-grade technical compliance. The firm is led by Senior Financial Advisers and Directors, managing a growing team of Certified Financial Planners (CFP®) and client relationship managers who oversee millions in regional and national client assets.

      Trilogy Financial Group helps you make better financial decisions to live the life you want. We provide financial planning services to help you accumulate preserve and protect your wealth. Our advisers are well qualified as we invest in their ongoing education. The advisers share their knowledge and experience through regular meetings to ensure the best outcomes for you. Trilogy Financial Group aims to utilise the latest technology to provide you with great service and experiences.

      Accreditations
      Accreditation badgeHayden Allen CFP®, Robert Chiswell CFP®, Mel Lever CFP®
      Email
      Payment method
      debit, bpay, cheque
      Established
      2002
      ABN
      68 153 240 272
      ACN
      153 240 272
      Ownership
      Locally Owned
      Service Notes
      Please call to arrange an appointment.
      Free Estimates
      Yes
      Other Links
      Other Email

      Category
      Financial Planning
      Commercial
      Yes
      Keywords
      Budget, Co-Contribution Laws, Financial Goals, Financial Group, Fund Establishment, Investment Risk, Investment Strategies, Salary Sacrificing Arrangements, Savings Plan, Tax-Effective Insurance
      FAQschevron down

      Why do I choose Trilogy Financial Group?

      At Trilogy Financial Group, financial advisers are open and honest. They guide you by presenting facts and thoughtful, well-considered opinions enabling you to take control of your financial future.

      Do you offer your services to single professionals?

      Whether you’re a single professional, a business owner, starting a family or simply interested in understanding your personal insurance needs, we will ensure you and your family is protected.

      Why do I need an insurance?

      Your insurance is your safety net. It is supporting you every day of the year and comes into its own if you become ill or seriously injured. So it’s important to make sure it’s always kept up to date – as your circumstances change, so too should your insurance.

      How can I contact Trilogy Financial Group by phone?

      You can contact Trilogy Financial Group on (03) 4010 8370.

      Where is Trilogy Financial Group located?

      Trilogy Financial Group is located at 158-164 Langtree Avenue, Mildura, VIC 3500.

      How can I email Trilogy Financial Group?

      You can email Trilogy Financial Group at [email protected].

      Does Trilogy Financial Group have a website?

      Yes. You can visit Trilogy Financial Group online at https://www.trilogyfg.com.au.

      What are the opening hours for Trilogy Financial Group?

      The opening hours for Trilogy Financial Group are Mon - Fri: 8:30 am - 5:00 pm.

      What type of business is Trilogy Financial Group?

      Trilogy Financial Group is listed under Financial Planning.

      What payment methods does Trilogy Financial Group accept?

      Trilogy Financial Group accepts debit, bpay, cheque.

      Is Trilogy Financial Group on social media?

      Yes. You can follow Trilogy Financial Group on Facebook.

      Is Trilogy Financial Group locally owned?

      Yes. Trilogy Financial Group is a locally owned business.