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Happy New Year and welcome to our first quarterly newsletter for 2024

In our first article, we take a look at what happened throughout 2023 and we look ahead to see what global events have the potential to create broader economic challenges in 2024. 

Being prepared for retirement is key to ensuring it is as fulfilling as you'd expected it would be. Here, we've provided 6 tips that could help set you up for a happy and prosperous retirement.

Eligibility for the downsizer super contributions changed at the beginning of 2023. If you’re considering whether to downsize your home and boost your super, we explain how in this article.

Losing a family member can be even more traumatic if there is a dispute over the will. Here are some tips to give you peace of mind. 

Staying mentally sharp as we age is not only good for the brain but for your overall health too. In our final article, we explore ways to raise your IQ and keep your brain active.

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

Kind regards,

Trilogy Financial Group

2023 Year in Review

Extraordinary turnarounds in super and some property markets were the standouts in a year full of surprises. Read full article >>

Are you retirement ready? Six tips for retirement wellbeing

Retirement is one of the most significant milestones in our lives, representing the culmination of years of hard work and dedication to a career. To ensure you're as prepared as you can be for a fulfilling retirement, consider these six tips for retirement wellbeing. Read full article >>

Downsizer super contributions

Check if and how you can contribute money from the sale of your home into your super fund via a downsizing contribution. Read full article >>

Yours, mine & ours - estate and succession planning for modern families

The death of a family member can be even more traumatic if there is fighting over the will. Here are some tips to give you peace of mind. Read full article >>

How to increase your IQ for later in life

How do you say sharp at an older age? Here are some top tips from an industry-leading expert. Read full article >>