Adviser services

Trilogy Funds is dedicated to assisting licensed financial advisers to service their clients who hold investments with us and taking the work out of understanding our product offerings through relevant communication, either face to face or over mail and email.

Your team

Trilogy Funds has dedicated Business Development Managers to assist with your investment enquiries, provide engaging content for your existing and prospective clients and deliver information about your clients’ investments with us.

Resources

We have developed a range of resources to support advisers in servicing their valued clients as well as reviewing our investment offers. The available resources are outlined below.

Video
We explain what our mortgage trust is and how it works through a short video. This can help you explain the product to your clients in a clear and simple way.

We also have video case studies available.

Essential Information Series
Information booklets, available in hard copy and/or PDF format to share with your clients. Topics covered include:

  • Setting up an SMSF
  • Property investment alternatives.

Research reports
Reports for our open investment offerings are available and can be provided in hard copy and/or PDF format. Current research reports are available for download below (adviser use only).

Presentations
Trilogy Funds can arrange a presentation, including a question and answer session, to explain in greater detail a product(s) of interest to you and potentially your colleagues. Alternatively, we can also organise a special presentation to your clients about our product(s), if you are looking to take the expense and legwork out of reaching out to clients individually and feel a group session with catering, at no cost to you, would be beneficial.