Areas We Serve
At Financial Balance Group, we provide personalised financial planning services to individuals and families across Melbourne. Whether you’re preparing for retirement, navigating aged care decisions, reviewing your superannuation or seeking long-term financial clarity, our advice is tailored to your circumstances and goals.
As a trusted financial planner in Melbourne, Ilya Egorov works with clients throughout the metropolitan area, helping them make informed decisions with confidence. Our focus is on creating practical strategies that support long-term financial security, while adapting to our clients’ changing circumstances.
Supporting Melbourne families at every stage of life
Financial priorities evolve over time. What matters in your working years may look very different as you approach retirement or begin supporting ageing parents.
We work with Melbourne families through a range of financial situations, including:
- Retirement planning and retirement income strategies
- Superannuation reviews and optimisation
- Aged care planning and Centrelink assistance
- Estate planning and intergenerational wealth transfer
- Wealth protection and asset structuring
- Ongoing financial advice and strategy reviews
As an experienced financial planner in Melbourne, Ilya takes the time to understand your goals and provide tailored advice.
Suburbs we work with
We support clients throughout Melbourne’s east and north-east.
Some of the areas we regularly assist include:
Local knowledge, Melbourne-based advice
Financial advice is never purely about numbers. Local factors such as property values, living costs and retirement expectations can all influence your financial decisions.
Our principal adviser, Ilya Egorov, is a CERTIFIED FINANCIAL PLANNER® and an Accredited Aged Care Specialist who provides clear guidance through life’s major financial transitions, from retirement planning and managing assets in retirement to preparing for residential aged care.
How we work with clients across Melbourne
Our financial planning process is designed to provide clarity, structure and ongoing support at every stage of your financial journey.
We follow a straightforward six-step advice process:
- Introductory meeting
- Research and modelling
- Strategy development
- Strategy presentation meeting
- Implementation of advice
- Ongoing advice and regular reviews
Many clients choose to meet with us in person at our office, while others prefer virtual meetings. Both options allow us to deliver the same high standard of personalised advice and service.
Is your area not in the list?
If your suburb is not listed above, we can still assist you. We work with clients throughout metropolitan Melbourne and the surrounding areas. If you’re unsure whether we service your location, get in touch, and we’ll be happy to discuss your needs.
Speak with a financial planner in Melbourne
Whether you are planning for retirement, seeking aged care advice or looking for a long-term financial strategy, Financial Balance Group is here to help.
Get in touch today to arrange a confidential discussion:
- Phone: 0432 673 370
- Email: ilyaegorov@financialbalancegroup.com.au
Financial Balance Group service hours
- Monday – Friday: 9:00 am – 5:00 pm
- Saturday & Sunday: Closed
- Closed on public holidays
FAQs
Do you provide in-person advice for clients in the listed suburbs?
Yes. Many of our clients choose to meet with us at our office. We regularly work with people from suburbs across Melbourne and welcome in-person appointments, where suitable.
Can I get financial advice online if I don't live nearby?
Yes. We provide virtual consultations for clients throughout Melbourne and the surrounding areas. Online meetings allow us to deliver professional financial advice conveniently while maintaining the same personalised approach and attention to detail.