Trilogy Financial Services

About Us

Trilogy Financial Services emerged in 1996 with a vision to empower individuals to achieve financial security and prosperity. Driven by a foundation of honesty, integrity, trust, and personalised service, our team of experienced financial planners guides clients through every stage of their financial journey. Based in Torrens Park, South Australia, we proudly serve clients across Adelaide, throughout South Australia, and beyond.

Our Team

Our team comprises three qualified and passionate financial advisers and a dedicated team of four skilled support staff. We maintain the highest industry standards through continuous professional development and unwavering commitment to ethical practices. With diverse expertise across all areas of financial planning, our advisers provide tailored solutions tailored to each client's unique goals and circumstances.

Our Services

We offer a comprehensive range of services to address every aspect of your financial life. These include:

Building Wealth

• Investment planning and portfolio management
• Tax planning and strategies
• Retirement planning and superannuation guidance
• Business advisory and succession planning

Starting a Family

• Education planning for your children's future
• Estate planning and inheritance strategies
• Managing childcare costs

Protecting Your Wealth

• Risk management and insurance planning
• Debt management and consolidation
• Cybersecurity and fraud prevention strategies

Managing Your Own Super Fund

• Review and optimization of your existing superannuation arrangements
• Guidance on making informed investment choices
• Support with claim lodgements and disputes

Planning for Retirement

• Comprehensive retirement strategy development
• Investment planning for your golden years
• Estate planning to ensure financial security during retirement

Additional Services

• Inheritance planning and succession management
• Divorce planning and financial adjustment
• Access to online tools and calculators for convenient financial tracking and planning

Why Choose Trilogy Financial Services?

Our unwavering commitment to:

• Client-centered approach: We prioritize your needs and goals, working collaboratively to achieve your financial aspirations.
• Transparency and clarity: We provide clear explanations and regular updates on your financial plan and progress.
• Scalability and flexibility: We adapt to your evolving financial needs and life stage changes.
• Industry expertise: Our team stays updated with the latest industry changes and regulations.
• Personalised and tailored solutions: We craft unique plans considering your individual circumstances and goals.