Listed below are a handful of real-life invesment solutions we have delivered to our clients in the past. We’ve also included words of endorsement from our happy clients:
Case Study One: Tim and Kate Munk
Case Study 2: Maree Burns
Social Media Reviews
"Since being referred to Trilogy by a patient of mine, who just so happens to be an accountant and into investing in properties, I've been genuinely delighted with the service Ed and Deanna have given me. They have efficiently re-structured my finances, secured a great rate and completed a property purchase with the greatest of ease. Deanna is a gem and has kept me in the loop, answered my emails and calls promptly, and, most importantly, put my mind at ease when I needed it most. Ed is the ideas man and has restructured my loans to keep my accountant happy, plus I'm enjoying a simpler, more flexible and cheaper package that will allow me to buy more properties as and when I find them. Thank you Trilogy for your excellent service."
"I first contacted Ed back in 2005 when I was looking to expand my then small portfolio of two properties. Ed showed me simply and logically what I was able to do at the time, which was a whole lot more than others had been able to come up with. Ed restructured my loans which enabled me to purchase another investment property. I’ve since married and had children whilst also adding to our property portfolio. Ed and his team have been the first point of call when we’ve considered further properties and developments. Recently Ed and Curtis were instrumental in securing the finance to enable us to build three units on one of our first properties. The service and advice provided by Trilogy is always second to none and we will keep going back to them for the smart solutions they provide which are critical for all property investors."
"I first met Ed at a workshop on Hybrid trusts back in 2004. Since then Jill and I have built a successful property portfolio through renovation and development, lived in England and now run our own business. During this time Ed has been instrumental in assisting us with our financial requirements and advising us on finance options for all of our ventures.
He has been a valuable part of our team and success for all these years, and we highly recommend Ed and his team."
I would like to take this opportunity to express my sincere thanks and gratitude to Deanna for her outstanding support and commitment over the last few months allowing me to purchase my second home!
I was referred by a girlfriend as I relocated from Melbourne to Canberra for work. You and Deanna have been great. Deanna's skills and commitment have ensured that Trilogy deliver the highest standards of professionalism.
Deanna has always been proactive and has always contacted me to advise me of the progress of the loan and the continuing actions that I would be required to do. This at times was challenging I'm sure for Deanna as I'm a shift worker and not always around at the right time!
I will definitely recommend you to my friends and acquaintances.
I would appreciate if you could forward a copy of this email to Deanna.
Once again thank you Ed and Deanna."
"We have been clients of Trilogy even before they acquired their new name. We’ve been investing in property since 2003 and read numerous books, attended countless seminars and participated in a number of on line forums. We’ve done our research. As the experts say, you must acquire a great team around you. Part of our team has been our brokers, which includes Ed and his team at Trilogy. As property investors with a multimillion dollar portfolio, we require totally independent, unbiased and professional brokerage and financing strategists. Trilogy provides us with just that. We’ve been using Ed and his team for over seven years now and we’ve never even met them face to face!"
"I am a believer in using a professional for a job if they can perform a more efficient and higher quality job than I could, especially if the service is free. When I first started investing I was looking for a finance broker so I could have access to all products on the market and not restricted to one bank manager and one set of products. When quizzing my investing friends at the time, most were using Trilogy and highly recommended their services. I have used Trilogy now for around 10 transactions over 5 years, and every time my expectations are exceeded and all processes run very smooth with minimal paperwork. The team at Trilogy have excellent up to date knowledge around financing and refinancing options, property markets, bank requirements, bank processes and products, and mortgage insurance. I would highly recommend any home buyer or investor looking for a reliable and knowledgeable broker with a long term strategic view to finance to contact Trilogy."
"After many years with another broker, I moved to Trilogy because I couldn’t get them to return my calls in a timely fashion. I had known Ed through the Canberra Regional Investors Network (CRIN) and after asking CRIN friends for their thoughts, found that Ed had an excellent reputation with his business.
When I first required assistance with a mortgage, Ed was overseas on holidays and I was referred to one of his business partners, Curtis Lunney. Curtis is an excellent broker and always makes himself available to take my calls or always returns my calls if I can’t get him the first time round.
I have now used Trilogy for several of my property deals and I have no hesitation in recommending them to any of their prospective clients."
"I had a tricky situation, Trilogy did the home work to find the solution. They helped me keep the real-estate agent at bay while finance was organised. Communication was excellent and I have no issues in recommending David and Trilogy to everyone who mentions property."
"As my first step into property Investment I got loads of advice but no one could define my objectives and give me black and white out comes like David does, he understands and shows you how to JUST MAKE IT HAPPEN!!!"
"Ken has been our mortgage broker since 1998, he’s genuine and very reliable, something which is hard to find these days"
"We have bought and sold properties and used the team at Trilogy since 2009. We live in Melbourne and have what seems to many a complex trust structure, neither have been an issue to the guys at Trilogy. Thoroughly recommend them if you need someone who understands a trust and its workings. Ken Gibson is great!"
"As a financial planner in a national accounting firm I’ve met a few brokers, very few have the experience that Ken has. I’ve personally used Ken for my property portfolio since 2005 and have been so happy with him that I recommend him to my clients."
"I deal with brokers every day, there are those that talk the talk, Ed walks the walk. Being an investor myself, I wouldn’t use anybody else for my work."
"I have been very pleased with the service and information provided. This includes the call backs and constantly keep in touch while the loan process is taking place."
Every interaction with Lucy form Trilogy Finance was truly impressive - professional, efficient, extremely helpful and knowledgeable to name a few. If she said something would be done, it got done on time, every time. She went out of her way to assist us get a tricky loan through. All her efforts were above and beyond what was expected, and without her I am confident our loan wouldn’t have gone through and we would have missed another house. Our sincere thanks. If we could give you 6 stars out of 5 we certainly would. Cheers, Kurt and Steph