Our Finest Strategists Help You Achieve Your Wealth & Personal Finance Goals SoonerTo further help you arrange and structure new and existing loans for long term stability, flexibility and investment success, Trilogy Funding has developed a 30-minute Finance Strategy Session which we conduct with you over the telephone or in-house at our office.
What we accomplish in this fast-paced, zero-nonsense session:You’ll run through a discovery process with a skilled and experienced Finance Strategist to assess your current situation and get greater clarity over where you’d like to be in the medium-to-long term. Based on this information, we’ll give you an idea of what we believe is feasible for your portfolio over the next five years. We’ll also provide some immediately actionable tips to help you maximise your current position.
What Happens Next?The presentation is conducted by one of our experienced mortgage brokers who specialise in structuring and expanding complex portfolios for property investors. Please be assured that this consultation will not be a thinly disguised sales presentation; it will consist of the best strategic intelligence our team can supply in a thirty minute time span.
Our Clients On Our Expertise
Highly recommend Trilogy! The service they provided throughout the whole process from pre approval to purchasing our dream home was amazing! David, Jess and the whole team were so helpful and kind while still being professional and also managed to meet some crazy deadlines we gave them! They really made the process so much easier and stress free. We are new to buying properties and David also attended multiple auctions with us and provided advice through the whole process explaining every detail and scenario that can happen. Im very much looking forward to continuing to work with trilogy for years to come.
Paul W was my broker and he helped me with the refinance of my home. He was supportive and helpful every step of the way, making a difficult process easy for me to understand. He made sure I had considered every option that was available to me before making a decision that was best for my circumstances. He kept me updated every step and process along the way, and was always available to answer any question or address any concern I had. I definitely recommend Paul and will go back to him whenever I make any future changes to my property and related investments.
Second time my wife and I have dealt with David, Jonathan and the team from Trilogy. Cannot express how seamless Trilogy made the investing experience. Would highly recommend any person wanting to invest in property to make Trilogy your first point of contact. Call David and the team, and they will work miracles.
If I could give more than 5 stars for Hope from Trilogy Funding then I would! Hope has been our life saver, we met with her two years ago and we honestly couldn't be any happier with her service. We have now re-mortgaged our home twice through Hope and she has been there for all questions we had.
If your looking for someone who will take the time and make you feel like your her only Client then you cant go past Hope at Trilogy Funding.
I’ve been using trilogy funding for about 12 years. Everyone I have dealt with have been fantastic. They’ve made the process so easy and everything happens in a timely manner. They never fail to deliver on a regular basis from great advice, making sure I have the right loan, updates on movements, etc.
My most recent need for for their services was under stressful circumstances and they supported me right through. Just can’t fault them really.
This Session Is 100% Without Obligation“What’s the catch?”, you may ask. There is no catch. By extending ourselves in this way and providing information on smart financing strategies, we give value to our target market – investors – and increase the likelihood you’ll consider using our mortgage broking services down the track.
Schedule Your FREE 30-Minute Finance Strategy Session Today
Discover how to structure new and existing loans for long-term stability, flexibility and investment successrequest finance strategy session