About Trilogy Financial Group Trilogy Financial Group’s financial planning and advice process draws on four key principles: LEADERSHIP Trilogy Financial Group financial advisers are open and honest. They guide you by presenting facts and thoughtful, well-considered opinions enabling you to take control of your financial future. DIRECTION The comprehensive experience, financial knowledge and lateral thinking of the Trilogy Financial Group team helps deliver a wealth management plan that best suits you. Trilogy financial advisers and support staff come from a diverse range of financial backgrounds and bring a wealth of industry and technical knowledge to your advice. CLARITY Trilogy Financial Group advisers keep you informed every step of the way in a simple, no nonsense manner – they do not use confusing jargon. CERTAINTY Whilst life can change, the Trilogy adviser will always be there to help you with financial and lifestyle decisions. Trilogy earns trust and respect by making your life better.