Trusted Financial Adviser in Mitcham VIC 3132 – Certified Financial Planners

Your Local Mitcham Financial Planner for Aged Care & Retirement

Are you in Mitcham VIC 3132 and wondering how to plan for retirement, manage your superannuation, or cover aged care costs for a loved one? Financial Balance Group is here to help you find clear answers.

Our trusted financial planners at Financial Balance Group provide aged care financial advice, retirement planning, superannuation strategies, Centrelink guidance, and estate planning, so you can make informed decisions with confidence.

We know these topics can feel overwhelming, so we take the time to listen and understand your unique situation. Then, we create a personalised plan that is practical, easy to follow, and focused on your goals. From maximising your Centrelink entitlements to structuring retirement income and funding aged care, we make every step simple and stress-free.

Whether you’re preparing early for retirement or facing urgent financial decisions, our mission is to give Mitcham residents peace of mind, clarity, and the freedom to focus on enjoying life with the people who matter most.

About Mitcham

Mitcham is a well‑established, leafy suburb about 20 kilometres east of Melbourne’s Central Business District. It lies within the City of Whitehorse local government area. With a population of around 16,795 (2021 census) and covering about 6.8 km², Mitcham offers a balance between suburban calm and reasonable access to shopping, parks, schools, and public transport.

Originally settled in the 1860s, Mitcham was named after a farm property (Mitcham Grove) owned by William Slater, who grew roses and herbs for perfumes and remedies. The area was historically used for orchards, brickmaking, and pottery, before expanding significantly after World War II into the residential suburb it is today.

Mitcham has a main shopping precinct around the intersection of Whitehorse Road and Mitcham Road, with cafés, specialty shops, a supermarket, and fast food outlets. Transport is good: Mitcham railway station is on the Lilydale & Belgrave lines. Roads such as Whitehorse Road & Heatherdale Road provide east‑west & north‑south connectivity.

Places of Interest in Mitcham

Local Businesses in Mitcham

Map of Mitcham

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 Mitcham 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 Mitcham 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 Mitcham

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.