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Financial Balance Group

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Your Melbourne-based Financial Planner

If you’re looking for a Financial Adviser in the Melbourne area with honesty, integrity and a wealth of financial planning experience, Ilya Egorov is your person.
Be retirement ready
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Want to be retirement ready?

Whether you’re planning your retirement, managing your retirement, managing your debt, or arranging aged care for your loved ones, it’s never too early or too late to find improvements and make your money work better for you.

What does a Financial Planner do?

A Financial Planner leverages their knowledge of tax, superannuation, social security, investments and estate planning to design long-term strategies and comprehensive financial plans, personalised for individual needs and circumstances. We provide detailed advice around all aspects of your wealth, and help you improve your financial outcomes now, and in the future.

If you’re seeking one of the best Financial Planners in Melbourne, talk with Ilya, who’s track record includes:

  • Over 13 years of experience in the financial planning profession.
  • Holding a number of qualifications, including CERTIFIED FINANCIAL PLANNER® certification, a mark of professional commitment to rigorous standards of competency, ethics and practice.
  • Helping hundreds of clients achieve their goals, reflected in his clients’ testimonies.
  • Delivering high-quality advice with granular detail, with a proven track record of high compliance ratings over years of practising. 
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Need financial advice in Melbourne?

When it comes to your finances, are you fearing the unknown? Do you feel it’s likely not worth the effort and investment of your time?

You are not alone. Many of us stick to what we know, finding new areas of financial knowledge challenging to grasp or accept. We may feel awkward or even embarrassed to talk about our circumstances. Or we may simply be oblivious to the benefits that are available for us.

Partnering with a Financial Planner can help you improve your retirement plans and achieve much more than you may realise is possible.

See what can be achieved for your future. Speak with Ilya.

Contact Ilya

Selecting a Financial Adviser in Melbourne

If you want one of the best Financial Advisers that Melbourne has to offer, you’ll need to know they truly have your back. 

Whether you are planning your retirement, managing your retirement, or arranging aged care for your family members, if you want to ensure the safety and security of your future financials, Ilya Egorov has the credibility, experience, and practical approach to help you achieve your goals.

Our comprehensive financial planning service will save you money you never even knew could be saved.

Find out more
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What our clients say

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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If you are interested in eliminating debt, making sure your super works for you, reducing investment risk, ensuring that your money lasts as long as your retirement, better preparing for your future, and arranging finances for your family member’s aged care, contact Ilya today.

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Have you been looking for a Financial Adviser in Melbourne who really gets you and your financial goals?

Some Financial Advisers will only work as hard as your fee covers.

Not Ilya. He will work as hard as your outcome requires, drawing on his trusted expertise to ensure you achieve your current and future goals.

More on Ilya

How do you know if you can trust a Financial Planner?

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FAQs

A Financial Planner leverages their knowledge in the areas of tax, superannuation, social security, investments and estate planning to design long-term strategies and comprehensive financial plans personalised for individual needs and circumstances. They provide detailed advice involving all aspects of your wealth, and help you improve your financial outcomes now, and in the future. If you are seeking one of the best Financial Advisers in Melbourne, start with Ilya.

Some Financial Planners base their fees on a percentage of the total value of assets in your portfolio, regardless of how those assets perform. Financial Balance Group charges a transparent flat fee for their entire financial planning process, delivering best value for you now, and into your future.

As with any service, it is recommended you shop around until you find what you need. But, if what you need is someone to help ensure your money lasts as long as your retirement, that debt is eliminated, that your super works for you, that investment risk is reduced, and that you are better prepared for your future and arranging finances for your family member’s aged care, Ilya is definitely one of the best Financial Advisers that Melbourne has to offer.

Ilya offers a 6-step financial planner process to help you better understand, plan, and manage your finances for future security and peace of mind.

To select the best Financial Adviser in Melbourne, you need to check out their credentials – know that they are qualified, experienced, and capable of delivering. You need to see what their clients say. And you need to understand their approach to check if it’s right for you. Ilya is one of the best Financial Advisers Melbourne has to offer. View our services here.

There is no obligation to use a Financial Planner for your retirement. But the benefits of using one far outweigh the missed opportunities of trying to do it alone. Do you know how much extra you could be saving? Understand how you could benefit – view the outcomes you could start achieving today.

Retirement planning is just one area of Financial Planning, whereby the Financial Planner must be well-versed with Centrelink-friendly strategies, income planning, capital protection and estate planning to effectively undertake this activity. A Financial Adviser will also offer tax, superannuation, social security, investments and estate planning services, in addition to retirement planning, to help design long-term strategies and comprehensive financial plans personalised for individual needs and circumstances. Ilya offers the complete package – a Financial Adviser who specialises in retirement planning, Centrelink and aged care Advice. Learn more about him and how he can help.