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Financial Balance Group

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Our comprehensive Financial Planning services

If you are seeking trusted advice around planning your retirement, managing your retirement, managing your debt, or arranging finances for your family members to transition to residential aged care, Ilya can really help. If you’re not seeking this, then what could you be missing out on?

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Financial Planner Services - retired couple

Among the best Financial Planner services in Melbourne

We offer the following holistic financial planning services.
Financial Balance Group Retirement Planning

Retirement Planning

(for pre-retirees aged 50-65)

Helping pre-retirees with a clearer approach to managing money, dealing with debt, creating a more disciplined path forward, and a better future.

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Financial Balance Group Retirement Management

Retirement Management and Estate Planning

 (for existing and soon-to-be retirees)

Helping you manage your money for the best-tailored outcomes.

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Financial Balance Group Aged Care Advice

Aged Care Advice

(for those seeking a residential aged care solution)

Ensuring your loved ones can afford suitable residential aged care, now, and into their future.

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Financial Adviser Melbourne - Ilya Egorov Profile Picture
Financial Balance Group FAAA
Financial Balance Group AASP

Why choose Financial Balance Group for your financial planning services?

Ilya Egorov offers some of the best Financial Planner services in Melbourne. His extensive experience working in the sector with one of Australia’s Big Four banks has taught him how to deliver the best outcomes for clients, while his own values see him delivering his financial advice services with honesty, integrity, and always with your best interests at heart.

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Financial Planner service reviews

Ilya is known to offer some of the best Financial Planner services in Melbourne.

Ilya Egorov has provided me with sound financial advice for many years and is unfailingly warm, helpful and professional. He has at all times taken the greatest care to advise and assist me in making financial decisions and in planning for the future. His ongoing advice ensures that my financial plan is on target and that my investment risks remain at a level that I am comfortable with. I am very confident to recommend his services without hesitation.
Diane P
We have known Ilya for over ten years. Firstly as our financial advisor and then later as a dear friend. We trust him implicitly and respect his professionalism. He helped us transition smoothly into a comfortable and secure retirement.
Helen and Malcolm T
Ilya was the CBA financial planner who provided my wife and I with financial advice and guidance as we prepared for retirement and enabled an effective transition into retirement for us over the past eight years. I use the word guidance because Ilya’s great strength is his ability to empathise with one’s needs in a most professional manner. It is this skill area that sets Ilya apart from other advisers we have had over our working life. His financial skills are excellent and he is a highly effective listener which is so important when one is trying to develop a long term needs analysis that will impact your future. Ilya presents options well and takes time to explain the rationale behind his thinking. Ilya clearly cares for his clients and their needs and is a first-class financial advisor.
Keith C
I have had a very happy association with Ilya for over 10 years, during that time Ilya has always had my best interest in mind when suggesting various investments.He would always ask, the level of risk I would be comfortable with, then suggest a number of investments in that he thought I might like. I have found his advice to be very timely, accurate and very knowledgeable on the Investments he has suggested. I have always found Ilya to very helpful, friendly and honest. I would have no problem in suggesting Ilya as a Financial Adviser to any friends who asked if I knew or had contact with any Financial Advisors.
Warren L
Our Advisor Ilya has an unbelievable understanding of not only our financial situation and needs but an appreciation of the types of lives and lifestyles we want to lead - both now and in the future. He looks out for us and even from a non-fiscal conversation, can identify things for us to consider to ensure our goals, need and desires are able to be catered for. The personalised, genuine, trusted service we receive from Ilya is beyond compare to any others we have had previously. We are so delighted to have him as our advisor.
Gordon T
Ilya has always been very professional and attentive to our financial situations.
Steve C
Ilya has been my financial adviser for the past 9 years, and our relationship continues to grow stronger. Ilya is a highly experienced adviser with a very proactive and hands on practice which engenders security and trust. Ilya's financial advice is provided in such a way that the involved web of the financial market is simplified, and his advice has made my transition to retirement seamlessly secure. I have no hesitations in recommending Financial Balance Group.
Gabriella C
Extremely thorough, knowledgable and professional service, well aligned with our wishes and goals.
John K
Ilya has provided sound and timely financial advice over many years. I am pleased to recommend his services.
Peter J
Ilya is always ready to help with any question we have.
Jackie R
Totally happy with the service I receive. Am on track to achieve my financial goals that I discussed from day one. Two very happy clients.
Lisa A
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FAQs

A Financial Adviser/Financial Planner is one of the same, with these terms being interchangeable. A ‘limited scale’ Adviser will typically work in superfunds, insurance companies and product manufacturers, whereas ‘holistic advisers’ will assess the entirety of client’s circumstances and provide holistic advice on all aspects of their financial and non-financial circumstances. Ilya takes the holistic approach, as a Financial Adviser who specialises in retirement planning, Centrelink and aged care advice. Learn more about him and how he can help.

A CERTIFIED FINANCIAL PLANNER®  Professional means that the Financial Planner carries the professional certification mark, conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organisations affiliated with Financial Planning Standards Board (FPSB) – the owner of the CFP mark outside of the United States*. FAAA is the body responsible for upholding and managing the CERTIFIED FINANCIAL PLANNER® mark in Australia and, as an association, takes part in regulation of profession.

Ilya Egorov, Director of Financial Balance Group, is a CERTIFIED FINANCIAL PLANNER® Professional.

*Source: https://en.wikipedia.org/wiki/Certified_Financial_Planner

The Financial Advice Association of Australia (FAAA) is the professional body for trusted financial planning in Australia. Ilya is registered with the FAAA, demonstrating his status as a trusted, accomplished professional who complies with high standards and puts your interests first.

Financial planning services Melbourne