Smart, steady financial advice designed to give Melbourne families clarity, confidence and control over their future.
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.
A Melbourne 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:
Choosing a financial planner in Melbourne is about trust. Ilya combines technical expertise with an empathetic, practical and personalised approach.
As a CERTIFIED FINANCIAL PLANNER® in Melbourne with over a decade of professional experience, his advice is backed by rigorous standards of ethics and ongoing education.
If you are looking for a careful, diligent and trustworthy financial planner in Melbourne that puts long-term security first, speak with Ilya today.
Ilya is known to offer some of the best Financial Planner services in Melbourne.
Melbourne financial planning is not a one-size-fits-all process. At Financial Balance Group, our advice is tailored to your stage of life, your financial position, your individual preferences and your long-term priorities. We focus on practical strategies that protect what you’ve built while preparing you for what comes next.
Retirement should feel secure, not uncertain. We help you understand how your superannuation, income streams, investments and government social security pensions work together to support your lifestyle. We break it down to show where your retirement income comes from and how it’s expected to perform in a long term. By modelling long-term projections and testing several scenarios, we can demonstrate how sustainable your plan is over time.
Our recommendations are designed with your long-term interests in mind. Rather than chasing short-term gains, we prioritise stability and consistency so you can move into retirement with confidence.
Melbourne financial planning doesn’t stop with retirement income. Estate planning ensures your assets are distributed according to your wishes and in a tax-effective manner.
We work alongside legal professionals where required and explain the interaction between legal and tax laws clearly. We’ll cover both the benefits and limitations of different structures so you can make informed decisions with confidence.
Aged care decisions are often emotionally charged and time-sensitive. We understand how stressful this can be. We add value and reduce stress levels by providing clarity around accommodation payments, means-tested fees, Centrelink implications and asset structuring.
Ilya was a Finalist of the prestigious Adviser of the Year Award by Aged Care Steps, a respected education provider in the financial advice profession and in Aged Care advice in particular. This recognition reflects his technical knowledge and commitment to careful, compliant and client-centric advice in this complex area.
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 Melbourne 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.
We work with individuals and families across Melbourne who value clear advice and informed decision-making.
Our clients often include:
Whether you are building wealth, focusing on preserving it or want to have confidence in how long your savings will last in retirement, we provide clear, personalised and structured financial planning in Melbourne, grounded in evidence and experience.
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.
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.
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.
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.