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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Trilogy Financial Group

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Trilogy Financial Group

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

GENERAL ADVICE WARNING

In preparing any advice in this site Trilogy FG Pty Ltd (ABN 68 153 240 272) has not taken into account any particular persons objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision. Trilogy FG Pty Ltd (ABN 68 153 240 272), 234 Deakin Avenue, Mildura VIC 3500 is an Authorised Representative of GWM Adviser Services Limited (“GWM”), a member of the NAB group of companies.

03/11/2026

Small changes, SUPER results

31/10/2026

"How to dispose of shares"

How to dispose of shares You can dispose of your shares in the following ways: selling them giving them away (gifting shares) transferring them to a spouse as the result of a breakdown in your marriage or relationship through share buy-backs through mergers, takeovers and demergers because the compa...

30/10/2026

"What is a managed fund"

A managed fund lets you hand investment decisions to a fund manager. How a managed fund works In a managed fund, money from many investors is pooled and invested to match the fund’s investment strategy. The strategies can range from lower-risk cash funds to higher-risk share and property funds. A ...

29/10/2026

There are many wonderful things that will never be done

27/10/2026

"The three phases of retirement: Key decisions at every stage"

Retirement starts long before your last day at work There are certain moments in life that reshape not just your finances, but the way you live. Starting a family, moving overseas for a job, changing careers – retirement belongs in that same category in terms of its significance. Traditionally, re...

24/10/2026

Use super for tax-effective wealth building

23/10/2026

"How floating rate bonds can make your portfolio more resilient"

Floating rate bonds tend to receive less attention than shares or fixed rate bonds. Yet in Australia, floating rate bonds are far from niche. They play a starring role in Australia’s credit market as the favoured source of debt funding by the major banks. Floating rates are a familiar concept in o...

22/10/2026

"Ensure your estate planning reflects your wishes"

Many people are surprised to learn that some of their largest assets may not be covered by their will. With recent changes affecting testamentary trusts and ongoing complexity around superannuation death benefits, now is a good time to review your arrangements. New rules announced in the 2026-27 Fed...

20/10/2026

The easiest way to manage your money

17/10/2026

When markets are turbulent

Address

158-164 Langtree Avenue
Mildura, VIC
3500

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+61350211235

Website

http://www.trilogyfg.com.au/

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