Trusted Financial Adviser in Mont Albert VIC 3127 – Certified Financial Planners

Financial Advice for Mont Albert – Retirement & Aged Care Specialists

If you’re in Mont Albert VIC 3127 and searching for reliable financial advice, Financial Balance Group is here to make the process easier. We know that planning for retirement, understanding superannuation, and arranging aged care for loved ones can feel overwhelming — which is why we take the time to understand your unique situation and goals.

Financial Balance Group’s team of experienced advisers specialise in retirement planning, aged care financial advice, superannuation strategies, Centrelink guidance, and even estate planning to help protect your family’s wealth. By working closely with Mont Albert residents, we develop personalised financial plans that are practical, easy to follow, and designed to give you peace of mind.

Whether you’re preparing for retirement, managing investments, or navigating aged care costs, we guide you through every step so you can make confident, informed decisions. With our clear, compassionate approach, you’ll feel supported and ready to focus on what matters most — enjoying life and looking after the people you love.

About Mont Albert

Mont Albert is a charming inner‑eastern suburb, about 12 kilometres east of Melbourne’s Central Business District. It falls under two local councils: the Cities of Boroondara and Whitehorse. As of the 2021 census, Mont Albert had a population of 4,948 people.

It’s a relatively small suburb (around 1.6 km²) and is known for being leafy, quiet, and residential with a strong sense of local community. The architecture shows heritage influences: Edwardian, English Domestic Revival, and Arts & Crafts styles are common in many of its older homes.

The suburb’s main commercial area is Hamilton Street (plus small shops on Whitehorse Road and Mont Albert Road), which includes cafés, retail stores, pharmacies, butchers, local supermarkets etc. Residents enjoy walking trails, green parks, the heritage local school (Mont Albert Primary), and proximity to larger hubs like Box Hill.

Places of Interest in Mont Albert

Local Businesses in Mont Albert

Map of Mont Albert

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 Mont Albert 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 Mont Albert 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 Mont Albert

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.