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Trilogy Financial Services are committed to providing the best quality service and advice to help our clients achieve their financial goals. We deal with a wide range of financial institutions and insurance companies which gives us the ability to choose the product and service that suits your individual needs and objectives.

The advisers and staff of Trilogy Financial Services aim to:

  • Help you develop a financial strategy which places you in control and addresses your specific needs and objectives.
  • Work professionally and without pressure, letting you make decisions in your own time.
  • Recommend companies and products which have been thoroughly researched and are appropriate to your investment strategy and goals.
  • Discuss a risk management strategy in case of untimely accidents or illness which may jeopardize your financial well being.
  • Provide professional and timely service.
  • Review your situation and investments annually to ensure they continue to meet your needs.

We offer a wide range of integrated financial services that can help you achieve your financial goals, including:

  • Diversified and tax effective investment planning;
  • Savings and wealth creation strategies;
  • Managed investments including cash, fixed interest, property and shares;
  • Master trust services;
  • Self Managed Super Fund advice;
  • Gearing strategies.
  • Life insurance and risk assessment (personal and business/key person);
  • Estate planning;
  • Superannuation and rollover investment vehicles;
  • Centrelink strategies; and
  • Retirement planning.

Taking the first step towards your financial security is easy - simply contact us for a FREE initial consultation.