Trusted Financial Adviser in Donvale VIC 3111 – Certified Financial Planners

Donvale Financial Planning – Aged Care & Retirement Guidance You Can Trust

Living in Donvale VIC 3111 and want to feel more in control of your financial future? Financial Balance Group is here to help you take the next step with confidence. We understand that planning for retirement, reviewing superannuation, or arranging aged care for a loved one can be stressful — so we break everything down into clear, simple steps that make sense for you.

As one of the best financial planners in Donvale, Financial Balance Group offers a complete range of services, including aged care financial advice, retirement planning, superannuation strategies, Centrelink guidance, estate planning, and debt management. By taking the time to understand your goals and circumstances, we create personalised plans that give you clarity, peace of mind, and a clear path forward.

Whether you’re helping elderly parents transition into care, preparing for retirement yourself, or simply wanting to make sure your money is working for you, we provide practical advice and ongoing support. Our mission is to help Donvale families feel financially secure so you can focus on what matters most — living well and enjoying time with the people you love.

About Donvale

Donvale is a leafy, well‑established suburb about 20 kilometres east of Melbourne’s Central Business District, situated in the City of Manningham. It covers approximately 12.7 square kilometres and has a population of around 12,644 people (2021 census). The name “Donvale” comes from the two roads that border it — Doncaster Road and Springvale Road.

Residents appreciate Donvale for its quiet streets, good schools, and generous green open spaces. There’s a strong community feel, with a mix of family homes and native bushland.

Public amenities (parks, reserves, schools) are well distributed. While shopping and services are more modest compared to major hubs, Donvale combines residential calm with convenient access to larger centres via roads and public transport.

Places of Interest in Donvale

Local Businesses in Donvale

Map of Donvale

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 Donvale 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 Donvale 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 Donvale

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.