Trusted Financial Adviser in Balwyn North VIC 3104 – Certified Financial Planners

Balwyn North Financial Planning – Aged Care & Retirement Specialists

If you’re in Balwyn North VIC 3104 and need expert financial planning advice, Financial Balance Group is here to support you every step of the way. We know that planning for retirement, managing superannuation, and arranging aged care for a loved one can feel daunting — so we focus on making the process clear, practical, and stress-free.

As experienced financial advisers, we specialise in aged care financial planning, retirement income strategies, superannuation advice, and Centrelink guidance, helping you make informed decisions with confidence.

Financial Balance Group works closely with Balwyn North residents to create financial plans that are tailored to their individual goals and family circumstances. From structuring aged care payments and maximising Centrelink entitlements to developing sustainable retirement income strategies and preparing for intergenerational wealth transfer, we provide solutions that protect your financial wellbeing.

About Balwyn North

Balwyn North is a leafy, well‑to‑do suburb about 10 kilometres east of Melbourne’s Central Business District, and lies across the City of Boroondara and City of Whitehorse local government areas. The suburb includes the localities of Bellevue in the north‑west, and Greythorn in the east.

Historically Balwyn North was agricultural land (orchards, farms), with growth especially after WWII. Subdivision in the 1940s‑50s led to large single‑dwelling residential streets. Though mostly residential, Balwyn North retains pockets of retail (shopping strips), good schools, parks and reserves.

It has a reputation for being quiet, family‑friendly, leafy, with good amenities. Transport is via tram (route 48), buses, and the suburb is connected fairly well to major roads and trails.

Places of Interest in Balwyn North

Local Businesses in Balwyn North

Map of Balwyn North

About Financial Balance Group – Trusted Financial Planning Experts

At Financial Balance Group, our mission is to help individuals and families make confident, informed financial decisions that create long-term security and peace of mind.

Proudly based in Melbourne and supporting the Balwyn North community, we specialise in aged care financial advice, retirement planning, Centrelink strategies, and estate planning. Whether you are preparing for retirement, managing superannuation, or supporting elderly parents through the aged care process, our tailored strategies are designed to be practical, personal, and financially sound.

Our principal adviser, Ilya, is a CERTIFIED FINANCIAL PLANNER® and Certified Aged Care Specialist, providing clear, compassionate guidance through every stage of life’s financial transitions — from planning your future to protecting your family’s wealth.

Contact Financial Balance Group

Ready to make informed financial decisions and plan for the future with confidence? At Financial Balance Group, we’re here to help with aged care financial advice, retirement planning, superannuation strategies, Centrelink guidance, debt management, and estate planning & intergenerational wealth transfer.

Whether you live in Balwyn North or nearby suburbs, our friendly and professional financial advisers are ready to answer your questions and create a tailored plan for your needs. Contact us today to take the first step toward financial clarity and peace of mind.

Phone: 0432 673 370
Email: ilyaegorov@financialbalancegroup.com.au

Financial Balance Group Service Hours

Monday – Friday: 9:00am – 5:00pm
Saturday & Sunday: Closed
Closed on Public Holidays

Financial Balance Group Service Areas

We love working with clients in Balwyn North and nearby suburbs, helping them feel confident about their money and their future. Whether it’s aged care financial advice, retirement planning, superannuation and Centrelink strategies, debt management, or estate planning, our team makes the process simple and personal. We can meet you in person or online, so getting trusted financial advice is easy and convenient — wherever you are.

Best Financial Planner Services in Balwyn North

Retirement Planning: Helping pre-retirees with a clearer approach to managing money, dealing with debt, a more disciplined path forward, and a better future.
Retirement Management & Estate Planning: You’ve just retired, or you’re about to take the plunge. Do you know what kind of lifestyle you would like to have – travel, investments? Do you know what to expect from your finances? Do you have enough funds – and will they last? Ilya will help you manage your money for the best outcomes.
Aged Care Advice: Your ageing parents or other family members may need permanent care through a residential aged care solution. Can they afford it? How can you ensure a sustainable income for them to cover the costs? What are the best options? As an Aged Care Specialist, Ilya has the answers.