Map
About Us
Products and Services
FAQs
Our Business Owners, Property Investors, Self-Managed Super Funds and Individuals' clients' reasons for relying us are simple- they know our drive is to simplify their processes and offer real value in working to assist them with their business growth and personal wealth creation.
Accountants, Business Advisors & Financial Planners
3 Divisions:
3 Service Levels:
3 Core Client Groups:
"As a local business owner, I value the relationship of Rod and his team as one of the most important relationships within my business. The service provided is of the highest quality. The knowledge shared has helped make my business the success it is today" - Trevor, Real Estate
"I have found that Rod and the team at Trilogy are not another service provider they are a true business partner" - Mark, Building & Construction Industry
Open Monday - Friday
Corporate Events
Bookkeeping, Business Advice, Business Planning, Financial Reports, Forecasting, Management Advice, Succession Planning, Taxation
Consulting, Fringe Benefits Tax, Self-Managed Superannuation Funds, Small Business
Australian Owned, By Appointment, Certified, Consultations, Delivery, Guaranteed, Quotes, Registered
Asset Protection, Cash Flow
Business Accountant, Commercial, Construction, Government, Real Estate, Residential, Superannuation, Trusts
Central Coast, Investors, Financial Services, Accounting, Business Advisory, Self Managed Super Funds, Wealth Creation, Financial Management, Erina, Erina Financial Services, Central Coast Financial Services
Ideal for small business clients wanting a basic service to ensure they are compliant with Australian legal, statutory and regulatory bodies. Compliance Plus includes Preparation of Annual Tax Return Preparation of Annual Financial Reports Preparation of Quarterly Activity Statements (if required) Ongoing education for workshops, seminars and monthly newsletters
Ideal for clients wanting to monitor and grow their business, understand their financials and be able to make informed decisions based on them. Growth Plus includes all benefits of Compliance Plus and: Review and lodgement of Quarterly Business Activity Statements Quarterly Financial Reporting and Performance Review Monitoring of KPIs Tax Planning Annual Meeting Preparation and lodgement of annual Tax Return and Financial Reports Ongoing education including workshops, seminars and monthly news
This is a monthly consulting service ideal for clients wanting to accelerate their business growth. Performance is measured, monitored and reviewed each month. A monthly action list is formulated to ensure improvements are achieved and opportunities can be taken advantage of as they arise. Monthly financial reporting and performance review Monthly Key Performance Indicators (KPIs) - measurement and monitoring Monthly action list targeting areas of opportunity and improvement
Our Financial Management division offers comprehensive Accounting, Tax and Compliance services for: Businesses Self-Managed Super Funds Property Investors Individuals Please visit our website for more information.
We will work together to redefine your Dreams and Vision, and then we will put "Action Plans" into place and help provide the necessary systems, strategies, and tactics that will allow you to turn your business venture into a thriving, successful one. Please visit our website for more information.
At Trilogy Professional Group, when we refer to Wealth Creation, we mean looking at your financial objectives (both business and personal) and your financial situation as a whole and then giving you the best possible professional advice to not only grow your wealth with all the resources available to you but to protect and secure it for your future and your family's future. Please visit our website for more information.
