Welcome to our final quarterly newsletter for 2023

If you’re nearing retirement but not quite ready to give up work completely, this article can help you to understand how a transition to retirement income stream works and how it may benefit you.

An estate plan is much more than just a will. Here, we explain what it is, along with several of the key components included in an estate plan and a few important things you need to consider.

While most of us contribute to our super to set ourselves up financially for retirement, have you thought about planning for the type of lifestyle you'd like to live as well? Discover ways to make the 'lifestyle' transition to retirement a little easier.

Ensuring your retirement income can go the distance is something most of us think about well before we actually retire. In this article, we provide a few strategies to help boost and preserve your retirement savings so you can sit back and enjoy retirement.

Planning for a holiday is exciting but with the current cost of living, planning a long expensive holiday may not be possible. We’ve provided a few ways that could allow you to travel without breaking the bank.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 03 5021 1235 or email info@trilogyfg.com.au

Kind regards,

Trilogy Financial Group

Transition to retirement income stream: a complete guide

We look into the essential steps you should consider to financially secure your retirement, from understanding your living costs to creating a financial plan. Read full article >>

The essentials of estate planning

We explore the essentials of estate planning in Australia, including key components, legal considerations, and the importance of seeking professional guidance. Read full article >>

Sowing the seeds for a happy retirement

The adage “have something to retire to” is good advice to make for a happy retirement - and a joy-filled life today. Read full article >>

Help your retirement funds last the distance

We will outline key strategies to help boost and preserve your retirement savings, to help you achieve long-term financial security throughout your golden years. Read full article >>

Travel on a shoestring

There is a big wide world out there just waiting for you explore so don’t miss out just because you’re watching your budget. Read full article >>

Trilogy FG Pty Ltd trading as Trilogy Financial Group is an/are Authorised Representative(s) of
GWM Adviser Services Limited ABN 96 002 071 749, trading as Garvan Financial Planning/MLC Financial Planning an Australian Financial Services Licensee, Registered office at 105 –153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. The material contained in this newsletter is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this email.

234 Deakin Avenue, Mildura VIC 3500
03 5021 1235

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