Business Details
Expert Accounting and Financial Services in Erina, NSW
Established by Rod Evans, a CPA with over 20 years of experience in accountancy, Trilogy Professional Group delivers tailored financial solutions to businesses, investors, and individuals. Our team combines deep expertise in taxation, business strategy, and wealth creation with a commitment to ethical service. We specialise in self-managed super funds, tax planning, and outsourced CFO services, leveraging technology like Xero to streamline financial management.Our client-centric approach prioritises long-term relationships, ensuring strategies align with individual goals. With a focus on compliance and innovation, we empower clients to navigate complex financial landscapes confidently. Our local knowledge of the Central Coast and dedication to continuous learning set us apart as trusted advisors in the region.
Services
Financial Management
Business Advisory
Wealth Creation
Self-Managed Super Funds
Tax Planning
Portfolio Management
Estate Planning
Outsourced CFO
Highlights and features
- We offer over 20 years of experience in accounting and financial strategy.
- Our team holds certifications including CPA and MIPA for technical excellence.
- We provide tailored solutions for self-managed super funds and tax planning.
- Our partnership with Xero ensures cutting-edge cloud accounting technology.
- We prioritise compliance with the Tax Agent Services Act 2009.
Associations and certifications
- CPA Australia
- Institute of Public Accountants (IPA)
- Xero Gold Partner
What people say
Helpful in regards to my tax
Growing Your Beans Programme
Relationship of Rod and his team
Bucking the trend during the GF
Services
Financial Management
We provide comprehensive financial management services, including tax planning, compliance, and outsourced CFO support. Our expertise ensures businesses maintain accurate records, optimise tax outcomes, and achieve strategic growth. Leveraging cloud-based tools like Xero, we deliver real-time financial insights tailored to your industry needs.
Business Advisory
Our business advisory services focus on strategic planning, operational efficiency, and succession management. We work closely with owners to develop growth strategies, streamline processes, and navigate regulatory challenges. With a focus on long-term sustainability, we help businesses adapt to market changes and maximise profitability.
Wealth Creation
We design wealth creation strategies tailored to individual goals, including portfolio management and self-managed super funds. Our approach balances risk and return to build sustainable wealth. We also offer estate planning and transition-to-retirement solutions to secure financial futures for clients and their families.
Self-Managed Super Funds
Specialising in self-managed super funds, we provide compliance, auditing, and strategic advice. Our services ensure SMSFs align with regulatory requirements while optimising retirement outcomes. We assist with fund setup, investment strategies, and tax-effective structures to enhance long-term financial security for clients.
Tax Planning
Our tax planning services focus on minimising liabilities while ensuring compliance with Australian Taxation Office regulations. We offer tailored strategies for individuals and businesses, including salary packaging, asset structuring, and tax return preparation. Proactive planning helps clients retain more of their income and invest it wisely.
People
Rod Evans
Principal
With over 20 years in accountancy, Rod Evans specialises in business strategy, wealth creation, and tax compliance. A CPA and MIPA member, he founded Trilogy Professional Group after partnering in leading firms. His expertise spans superannuation, property investment, and corporate compliance, serving businesses and individuals on the Central Coast.
Clay Jesson
Accountant
Clay Jesson, a graduate in Business Management, brings six years of customer service experience to his role as accountant. He supports clients with tax compliance, bookkeeping, and financial reporting. A Central Coast local, Clay combines technical skills with a client-focused approach to deliver clear financial solutions.
Questions
What accounting services do you offer?
We provide tax planning, compliance, outsourced CFO services, and cloud accounting via Xero. Our expertise includes self-managed super funds and business advisory solutions.
Are you a certified Xero partner?
Yes, we are a Xero Gold Partner, offering cloud-based accounting solutions tailored to small businesses and individuals.
How do you support self-managed super funds?
We offer SMSF compliance, auditing, investment strategy, and tax-effective structuring to optimise retirement outcomes.
What areas do you service?
We primarily serve the Central Coast, including Erina, and support clients Australia-wide through digital tools.
