Trilogy Funds

Funding the three phases of retirement

Trilogy Funds

Funding the three phases of retirement

Did you know there are three phases to retirement – Active Years, Easy Years and Higher-need Years. If you haven’t heard of this before, it’s simply a way of explaining the journey you take through retirement.

Each phase has its own financial requirements and proper portfolio planning can help ensure you have the necessary funds to enjoy each stage of your retirement.

In our latest report, we explore the three phases of retirement, investment considerations at each phase and potential implications for asset allocation.

While not advice, it aims to answer questions and guide you through this period of change, where you may face new financial goals and a shift in your investment strategy.

Simply complete our short form for your copy of Funding the Three Phases of Retirement.

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Over $3.41bn worth of projects financed over the last 5 years.
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Over 5,600 properties under management
*Under JV arrangement
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Over 5,300 active investors.
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Over 4,800 dwellings and lots financed over the last 5 years.

$3.41bn

Over $3.41bn worth of projects financed over the last 5 years.

5,600

Over 5,600 properties under management

*Under JV arrangement

5,300

Over 5,300 active investors.

4,800

Over 4,800 dwellings and lots financed over the last 5 years.

What our investors say

I’ve been investing in the Trilogy Monthly Income Trust since its inception. As it’s developed I’ve trusted the fellows that I’ve been involved with. The benefits of investing in the monthly income trust with Trilogy is that I don’t have to think or worry about it, my money does the work for me.
Susan N.

It is such a relief and boost of confidence to feel very secure with such a well balanced, mature company of utmost integrity, to consistently deliver such a high percentage return on investment monthly.

Cheryl M.

I’ve been very impressed by the friendliness of the team, the personalised approach, the absence of automatic phone reply and the great yield!

Natalie B.

For over 3 years I have invested with Trilogy and am now well on my way to securing a deposit for my first home. Not only has Trilogy provided me with competitive return on my investment, but the level of customer service and comprehensive understanding of each investment opportunity has given me the assurance I need on how my hard earned money is invested and most importantly my return.

Bryce D.

My overall experience with Trilogy has been brilliant so far and I will certainly aim to reinvest in the future.

Nathan I.

Thank you for the great experience. I’ll be using Trilogy Funds again and happily recommending Trilogy to others.

Ian H.