Trilogy Financial Group

Trilogy Financial Group is a financial planning and advice firm based in Mildura. Trilogy FG Pty Ltd trades as Trilogy Financial Group. Trilogy Financial Group develops tailored step-by-step financial strategies. Its services include superannuation, insurance, debt management, retirement planning, estate planning and aged care.

Advisers and support staff come from a diverse range of financial backgrounds. Trilogy uses mind maps on an interactive screen to explain succession and estate planning objectives. It holds joint meetings with clients' solicitors and their Trilogy consultant. A client review names Colin as a person at Trilogy.

In Mildura, Trilogy Financial Group is described in customer accounts that highlight a knowledgeable first point of contact and lasting adviser relationships. One reviewer recalls telephoning to discuss the appointment process and being impressed by Hannah, who answered with detailed knowledge of the services available and responded openly to questions.

A second account comes from a client of almost a decade who worked with adviser Anthony Gauci; this reviewer describes consistent efforts to secure appropriate cover and to keep investments protected should the worst occur. When health issues forced that client to stop working, the adviser's response reportedly exceeded expectations, doing everything possible to assist at that difficult time. The feedback centres on approachable communication at the outset and dependable guidance over the long term.