ThreeBestRated.com.au
BEST RATED MILDURA VIC FINANCIAL SERVICES

3 Best Financial Services in Mildura VIC

Expert recommended Top 3 Financial Services in Mildura VIC. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

Trilogy Financial Group
Trilogy Financial Group
Trilogy Financial Group
Mildura Financial Services Trilogy Financial Group video
10+ YEARS IN TBR
CALL CONTACT

TRILOGY FINANCIAL GROUP

(4.8 Score)
158-164 Langtree Avenue,
Mildura VIC 3500 Directions

Since 2002

Specialty:

✓ Retirement Planning ✓ Estate Planning ✓ Aged Care ✓ Superannuation ✓ Insurance ✓ Debt Management

“Trilogy Financial Group helps you get control of your money so you can live life on your terms. They develop tailored step-by-step financial strategies and help you make informed decisions about your money. They assist individuals at all stages of life, including young professionals, young families, mature families, pre-retirees, and retirees. Their advice process brings four fundamental principles: leadership, direction, clarity and certainty. The team keeps you informed at every step in a straightforward, no-nonsense manner.

2025 Update: Hayden Allen and Robert Chiswell are the directors of the firm.”

Reviews | Play Video | Write a Review
License ABN 68 153 240 272 | #230323

Contact:

03 5021 1235

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Blackwood Advisory
9+ YEARS IN TBR
CALL CONTACT

BLACKWOOD ADVISORY

(4.8 Score)
93a Seventh Street,
Mildura VIC 3500 Directions

Since 2005

Specialty:

✓ Retirement ✓ Superannuation ✓ Tax and Accounting ✓ Advice ✓ Personal and Risk Insurance ✓ Wills and Estates

“Blackwood Advisory is a local finance service firm. They were formed from a partnership between great regional Victorian advice and accounting businesses. They realised that strength in numbers was the key to ensuring their communities had access to the best advice without travelling to the big smoke. Blackwood Advisory genuinely care about their people and clients and what’s important to them, their business and their community. They create pleasant surprises and are motivated to meet challenges with dedication and resilience. They work together, encourage diversity and belonging, embrace change and share workload and information to create a flexible culture with positive morale.”

Reviews   |   Write a Review
License ABN 54 139 889 535 | AFSL 357306

Contact:

1300 609 590

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Bridges Financial Services Pty Limited
Bridges Financial Services Pty Limited
Bridges Financial Services Pty Limited
7+ YEARS IN TBR
CALL CONTACT

BRIDGES FINANCIAL SERVICES PTY LIMITED

(4.8 Score)
47 Pine Avenue,
Mildura VIC 3500 Directions

Since 1985

Specialty:

✓ Retirement Planning ✓ Superannuation ✓ Investment Services ✓ Personal Insurance ✓ Cash Flow Management ✓ Estate Planning ✓ Aged Care Support

“Bridges Financial Services Pty Limited’s CEO is Nathan Stanton. Nathan has over 25 years of experience in financial services. For 40 years, their financial planners have been helping Australians plan for their future and achieve their goals. Their advice covers a broad spectrum of financial planning and investment services to help their clients achieve their financial goals. Bridges Financial Services Pty Limited is committed to providing clients with professional, ongoing advice and service. They lead open and honest conversations to create financial road maps you can follow. They are dedicated to helping you define your goals and create a financial plan to meet your needs.

2025 Update: They are committed to helping you better understand your finances and put the right plans in place to realise your goals.”

Reviews   |   Write a Review
License ABN 60 003 474 977/ AFSL #240837

Contact:

1800 093 074 03 7005 6602

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review for Bridges Financial Services Pty Limited

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines

Contact Business

TRILOGY FINANCIAL GROUP REVIEWS

I have been with Trilogy for almost 10 years now and Anthony Gauci has been my advisor for that time, he has always gone above and beyond to make sure I have had the best cover possible and always shown me the right way to keep my investments safe in case the worst is to happen. Due to health issues I was forced to stop working last November and that’s when Anthony’s efforts really exceeded my expectations, he did everything in his power to make sure all companies involved didn’t overwhelm me with paperwork or meetings and really helped take care of any of that which elevated a lot of pressure that was delivered at the time. I can’t thank Anthony and the Trilogy team enough and I cannot recommend them enough to anyone looking for an advisor.

Colin, Whenever I’ve needed access to finance, your “Can do, when do you want it by’ approach never fails. Even if juggling phone calls to / from your hospital bed is required to assist me. Action way beyond the call of duty! And I’m still afloat.

We are very pleased with the experience and the level of professionalism we received from Colin and staff at Trilogy. Thank you for assisting us with our financial future and an organised transition to a happy retirement.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.au.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

BLACKWOOD ADVISORY REVIEWS

Highly Recommended Great services for the financial services....

BRIDGES FINANCIAL SERVICES PTY LIMITED REVIEWS

They will help you look at your whole situation to ensure that the financial decisions you make set you on the right path to achieving your goals, both in the short and long term.

TBR® Inspection Score Report

TRILOGY FINANCIAL GROUP Total Inspection Points: 116/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Experience: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BLACKWOOD ADVISORY Total Inspection Points: 115/120
Complete Info: 8
Business Hours: 9
Legitimate Ratings: 9
Reviews Study: 9
Acknowledgements: 10
Contact Info: 10
License: 10
Exact Services: 10
Location Proximity: 10
Responsiveness: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BRIDGES FINANCIAL SERVICES PTY LIMITED Total Inspection Points: 114/120
Complete Info: 8
Acknowledgements: 9
Business Hours: 9
Business Images: 9
Reviews Study: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10