Trusted Financial Adviser in Warrandyte VIC 3113 – Certified Financial Planners

Warrandyte’s Local Experts in Retirement & Aged Care Financial Planning

Do you live in Warrandyte VIC 3113 and need expert help planning for retirement, understanding your superannuation, or arranging aged care for a family member? Financial Balance Group is here to guide you with clear, practical advice.

Your trusted financial planners in Warrandyte offer aged care financial planning, retirement strategies, superannuation advice, Centrelink guidance, and estate planning, helping Warrandyte locals make smart decisions for the future.

We know that financial planning can feel complicated, so we take the time to explain everything in plain language and build a plan that works for you. Whether you’re preparing to retire, reviewing your super, or facing the challenge of funding aged care, we focus on giving you clarity and peace of mind every step of the way.

Our goal is simple — to support Warrandyte residents with personalised solutions that remove the stress from financial decision-making and let you concentrate on what matters most: enjoying life in your community and protecting your family’s future.

About Warrandyte

Warrandyte is a picturesque suburb about 24 kilometres north‑east of Melbourne’s Central Business District, in the City of Manningham. The suburb is known for its leafy bushland, the Yarra River winding through, and its strong connection to both Indigenous (Wurundjeri) history and the gold rush era—Warrandyte was one of the early gold‑discovery sites in Victoria, around Anderson’s Creek in 1851.

Warrandyte has retained much of its semi‑rural character despite being within Melbourne’s metropolitan reach. Much of the land is hilly, parts are wooded, and there are several forested reserves and riverbanks.

The town centre itself is compact—shops, cafés and essential services are clustered along Yarra and Ringwood‑Warrandyte Roads. It’s popular with people who want to combine a tranquil, nature‑oriented lifestyle with reasonable access to city amenities.

Places of Interest in Warrandyte

Local Businesses in Warrandyte

Map of Warrandyte

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 Warrandyte 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 Warrandyte 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 Warrandyte

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.