Trilogy Financial Group

Trilogy Financial Group 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 f

inancial 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.

"How to maximise the impact of your inheritance"
03/09/2026

"How to maximise the impact of your inheritance"

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely Australia is entering one of the largest intergenerational wealth transfers in its history. Over the next two decades, Australians aged 60 and over are expected to transfer around $3.5 trillion in wealth1. As more Austr...

Success isn’t about the end result
01/09/2026

Success isn’t about the end result

A financial adviser can help with:
29/08/2026

A financial adviser can help with:

"Perspective, not policy, drives long-term investment success"
28/08/2026

"Perspective, not policy, drives long-term investment success"

In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue to spark debate, and a familiar question lingers: what does this mean for my investments? With ongoing global developments layered on top, ...

"Understanding concessional and non-concessional contributions"
27/08/2026

"Understanding concessional and non-concessional contributions"

Understand which contributions are before-tax or after-tax and how super and tax rules apply to them. Tax and restrictions on contributions Your superannuation is usually taxed at a lower rate than most income and investments. However, if your contributions exceed thresholds (called ‘caps’) that...

Follow effective action with quiet reflection
25/08/2026

Follow effective action with quiet reflection

Know your “enough” number
22/08/2026

Know your “enough” number

"What the Payday Super changes mean for your retirement"
21/08/2026

"What the Payday Super changes mean for your retirement"

Significant reforms to the Australian superannuation system are about to take effect and could help people boost their super balances in the lead-up to retirement. They are being billed as the biggest changes in decades to the superannuation system in Australia and the reforms may support improved r...

"The winners, the laggards, and the next phase of AI investing"
20/08/2026

"The winners, the laggards, and the next phase of AI investing"

Why not all tech stocks are benefiting from the AI boom For Australian investors with a keen interest in markets – and technology shares in particular – the past 12 months haven’t exactly been straightforward. On one hand, U.S. tech stocks are hitting record highs, with headlines dominated by ...

If you are looking to consolidate multiple debts
18/08/2026

If you are looking to consolidate multiple debts

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

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