Trusted Financial Adviser in Templestowe Lower VIC 3107 – Certified Financial Planners

Professional Aged Care & Retirement Financial Advice in Templestowe Lower

Are you looking for trusted and experienced financial advice in Templestowe Lower VIC 3107? At Financial Balance Group, we go beyond numbers to offer tailored financial strategies designed for every stage of life.

Whether you’re a retiree seeking to maximise your superannuation, a family navigating the complexities of aged care decisions, or an individual planning for the future, we provide clear, practical guidance you can rely on.

As your local financial planning partner, we take the time to understand your unique circumstances and goals. Our approach is compassionate, professional, and focused on giving you confidence in your financial decisions. From retirement planning and Centrelink strategies to estate planning and aged care advice, Financial Balance Group is here to help you make smart choices that support your lifestyle and secure your future.

About Templestowe Lower

Templestowe Lower, also known as Lower Templestowe, is a peaceful and well-established suburb located just 14 kilometres north-east of Melbourne’s CBD. Nestled along the banks of the Yarra River and within the City of Manningham, the suburb is popular with families and professionals drawn to its leafy surrounds, quality schools, and strong sense of community.

The area offers a relaxed, suburban lifestyle with easy access to green spaces, including riverside parks, bike trails, and local reserves. While there are no train or tram services, Templestowe Lower is well connected by a network of local buses. Residents enjoy convenient shopping at Macedon Square and Macedon Plaza, both of which are central hubs for cafés, retail stores, and essential services.

With a population of just over 14,000, Templestowe Lower strikes a balance between nature, community, and convenience—making it a highly desirable suburb in Melbourne’s north-east.

Places of Interest in Templestowe Lower

Local Businesses in Templestowe Lower

Map of Templestowe Lower

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 Lower 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 Lower 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's 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 Lower

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.