Empowering Your Financial Future, One Step at a Time
At Trilogy Professional Group, we believe that every individual and business deserves personalized financial guidance to achieve their goals. Our team of highly-qualified professionals offers a range of services designed to help you build a brighter financial future. With a deep understanding of the financial markets and a passion for providing exceptional service, we're committed to helping our clients achieve their financial objectives.
Financial Management
Our financial management services are designed to help individuals and businesses optimize their financial performance. We offer a range of services, including financial reporting and tax returns, tax planning, and management accounting. Our expertise in financial management enables us to help you get the numbers right, understand the numbers, and improve your business.
Business Advisory
Whether you're starting a new business, growing an existing one, or considering a transition, our business advisory services are designed to help you achieve your business and personal financial goals. We offer a range of business advisory services, including goal setting, strategic review, and business planning. Our team is dedicated to helping you succeed and thrive in an ever-changing business landscape.
Wealth Creation
If you're looking to grow and protect your wealth, we're here to guide you through the process. Our wealth creation services are designed to help individuals and businesses achieve their financial objectives. We offer a range of services, including self-managed superannuation, succession planning, and estate planning.
How We Work With You
At Trilogy Professional Group, we believe in building long-term relationships with our clients. We understand that every individual and business is unique, and we strive to provide personalized guidance and support to help you achieve your goals. Our clients are our top priority, and we're committed to delivering exceptional service and value.
Our Alliances
At Trilogy Professional Group, we're proud to partner with industry leaders to provide our clients with the best possible service. Our alliances with Xero, a leading cloud-based accounting software provider, enable us to offer our clients cutting-edge accounting and bookkeeping solutions.
Our Team
At Trilogy Professional Group, our team of highly-qualified professionals is dedicated to delivering exceptional service and value to our clients. Our team is passionate about helping individuals and businesses achieve their financial objectives, and we're committed to building long-term relationships with our clients.
Overall Experience
The reviews highlight a mixed bag of experiences with the accounting team. One reviewer had a highly positive encounter, while another had a disappointing experience.
Praise for the Team
Experienced and Exceptional Service
One reviewer was extremely satisfied with the service provided by Rod, Clay, Jo, and the team. They were praised for their expertise and exceptional service, making them highly recommended.
Disappointment and Frustration
Delays and Condescending Behavior
On the other hand, another reviewer had a negative experience. They experienced delays with their BAS, which resulted in a warning from the ATO. The reviewer felt belittled by the owner's condescending response to their concerns, and was unhappy with the lack of assistance in setting up Xero.
