Trusted Financial Adviser in Bulleen VIC 3105 – Certified Financial Planners

Reliable Aged Care & Retirement Financial Advice in Bulleen

If you live in Bulleen VIC 3105 and need expert guidance with aged care financial planning, retirement strategies, or Centrelink advice, Financial Balance Group is here for you.

We understand that planning for the future can feel complicated — from deciding how to fund aged care to ensuring your superannuation lasts through retirement — and we’re here to make the process easier.

Financial Balance Group helps local families plan with confidence, make well-informed financial decisions, and manage the transition into aged care with clarity and care.

Whether you’re preparing for retirement, looking to maximise your Centrelink entitlements, or navigating aged care costs for a loved one, we provide personalised, practical solutions that give you peace of mind. Supporting Bulleen residents is at the heart of what we do, and we take pride in being a trusted partner for your financial journey.

About Bulleen

Bulleen is a riverside suburb located about 13 kilometres north-east of Melbourne’s CBD, nestled between the Yarra River and the Eastern Freeway. It’s part of the City of Manningham and is known for its blend of leafy residential streets, established homes, and cultural diversity.

With a name derived from the Wurundjeri word “Bulleen” meaning “lyrebird”, the suburb has strong historical and Indigenous roots. Bulleen is home to a number of parks and natural reserves, offering tranquil green spaces close to the city.

The suburb is also known for its community facilities, including the popular Bulleen Plaza shopping centre and a number of schools and sporting clubs. Thanks to its easy freeway access, peaceful lifestyle, and strong community feel, Bulleen continues to attract both families and professionals seeking convenience and connection to nature.

Places of Interest in Bulleen

Local Businesses in Bulleen

Map of Bulleen

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 Bulleen 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 Bulleen 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 Bulleen

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.