Trusted Financial Adviser in Mont Albert North VIC 3129 – Certified Financial Planners

Secure Your Future – Aged Care & Retirement Financial Advice in Mont
Albert North

If you’re in Mont Albert North VIC 3129 and want to feel confident about your financial future, Financial Balance Group is here to help. We provide aged care financial planning, retirement income strategies, superannuation advice, and Centrelink guidance to make sure you and your family are prepared for every stage of life.

Financial Balance Group’s experienced financial adviser works closely with Mont Albert North residents to create clear, practical plans tailored to your needs.

Whether you’re arranging aged care for a loved one, planning for retirement, or looking to maximise your Centrelink benefits, we make the process simple and stress-free. With our support, you can make informed decisions and focus on what matters most — living well and protecting your family’s future.

About Mont Albert North

Mont Albert North is a quiet, leafy suburb around 13 km east of Melbourne’s Central Business District, situated in the City of Whitehorse. It’s relatively compact (about 2.2 sq km), with a population of roughly 5,600 as of the 2021 census. The Eastern Freeway bounds it to the north; its southern boundary is Kenmare Street; Elgar Road marks the east; and the west is less formal, via back streets near Union Road.

The area is mainly residential, with mature trees, family homes, and local amenity. Some local history: it was originally called Mont Albert North, underwent some name shifts (to Box Hill North), then reverted. Schools like Koonung Secondary College serve the area. Housing tends to be on the higher side, consistent with many inner‑eastern suburbs.

Places of Interest in Mont Albert North

Local Businesses in Mont Albert North

Map of Mont Albert North

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 North 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 North 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 North

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.