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Financial Balance Group

Trusted Financial Adviser in Eltham VIC 3095 – Certified Financial Planners

Eltham Financial Planning – Retirement & Aged Care Advice You Can Trust

If you live in Eltham VIC 3095 and want reliable financial advice you can trust, Financial Balance Group is here to support you every step of the way. As trusted financial planners, we provide a full range of services, including retirement planning, aged care financial advice, superannuation strategies, Centrelink guidance, debt management, and estate planning

Financial Balance Group helps Eltham locals make smart, informed choices that protect their wealth and give them confidence about the future. We understand that planning for retirement or organising aged care for a loved one can feel overwhelming — there are forms to complete, rules to follow, and big financial decisions to make. That’s why we take the time to get to know you, explain your options clearly, and develop a plan that works for your unique situation. 

Whether you’re starting to think about retirement, want to maximise your Centrelink benefits, or need urgent support with aged care funding, we’ll guide you through the process step by step. Our mission is to help Eltham residents feel confident, supported, and ready to focus on what really matters — living well and enjoying life with the people you love.

About Eltham

Eltham is a leafy and creative suburb about 20 km north‑east of Melbourne’s Central Business District, falling within the Shire of Nillumbik. Eltham is one of Melbourne’s “green wedge” suburbs—it retains many tree‑lined streets, abundant reserves and natural bushland, though it’s also changing: increasing development, traffic, and some medium‑density housing are becoming more common.

Transport links are good: Eltham has its own train station on the Hurstbridge line for commuters, plus numerous bus services. Schools are well‑represented: primary schools, secondary public school (Eltham High School), and private/independent schools are in or close to the suburb. 

Eltham’s character is a mix of relaxed bushland living, arts & culture, active community groups, local shops, cafés, and scenic amenities—making it attractive for families, creatives, professionals who want access to nature without being far from the city.

Places of Interest in Eltham

Local Businesses in Eltham

Map of Eltham

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 Eltham 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 Eltham 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 Eltham

  • 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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