Trusted Financial Adviser in Templestowe VIC 3106 – Certified Financial Planners

Expert Aged Care & Retirement Financial Advice in Templestowe

If you’re based in Templestowe VIC 3106 and looking for clear, personalised financial advice, Financial Balance Group is here to support you every step of the way.

Financial Balance Group knows that planning for the future — whether it’s retirement, aged care for a loved one, or managing your Centrelink entitlements — can feel overwhelming. That’s why we take the time to understand your goals, your circumstances, and your concerns, so we can create strategies that work for you.

Financial Balance Group specialises in aged care financial planning, retirement strategies, superannuation advice, and Centrelink guidance that give you peace of mind and a secure financial future.

We understand the needs of local families and retirees in Templestowe and surrounding suburbs, and we’re passionate about helping you make confident decisions about your money. With our expert financial advice, you’ll feel empowered to take control of your finances and enjoy the lifestyle you deserve.

About Templestowe

Templestowe is a spacious, leafy suburb located about 16 km north‑east of Melbourne’s Central Business District, within the City of Manningham. It has a population of about 16,966 people.

The suburb combines natural beauty—with river frontage, valleys, parklands, and orchards—with good suburban amenities. The housing stock is varied, from established family homes to newer developments, and it is popular with people wanting a balance between access to nature and Melbourne‑metro convenience. Transport is mainly by road and bus; there’s no train or tram service directly into Templestowe.

Places of Interest in Templestowe

Local Businesses in Templestowe

Map of Templestowe

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 Templestowe 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 Templestowe 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 Templestowe

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.