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Financial Balance Group

Trusted Financial Adviser in Box Hill VIC 3128– Certified Financial Planners

Box Hill Financial Planning – Aged Care & Retirement Guidance You Can Trust

If you’re in Box Hill VIC 3128 and looking for reliable financial guidance, Financial Balance Group is here to make the process simple. We specialise in aged care financial advice, retirement planning, superannuation strategies, and Centrelink guidance, giving Box Hill residents clarity and confidence to make smart choices about their future.

Planning for retirement or organising aged care for a loved one can feel overwhelming — from understanding costs to managing entitlements — but you don’t have to do it alone. Our experienced financial adviser works with you to develop practical, tailored solutions that fit your situation, so you can move forward with peace of mind and focus on what really matters: your family, your lifestyle, and your goals.

About Box Hill

Box Hill is a vibrant, multicultural suburb located about 14 km east of Melbourne’s Central Business District, within the City of Whitehorse. It began in the 1850s as a township, founded on orchards and farmland, and over decades has transformed into one of Melbourne’s major activity hubs outside the CBD.

Today, Box Hill is known for its busy shopping precincts, lively food scene (especially Asian cuisines), strong transport connectivity (train, tram, bus), and high‑density residential development. 

It also has a strong community and cultural dimension, partly thanks to one of Melbourne’s largest Chinese community populations. Parks, gardens, institutions, and civic amenities are interspersed within the urban energy, giving residents a balance of convenience and livability.

Places of Interest in Box Hill

Local Businesses in Box Hill

Map of Box Hill

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 Box Hill 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 Box Hill 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.

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 Box Hill

  • 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.

What Our Clients Say – Trusted Financial Advice

Our Gallery – Aged Care & Retirement Planning Experts

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