Independent Aged Care Financial Advisor Near Me

Navigating the world of aged care can be overwhelming — emotionally, practically, and financially. That’s why many families turn to Financial Balance Group, a trusted boutique financial planning practice founded on the values of trust, respect, competence, and care. Established in 2022 by experienced financial adviser Ilya Egorov, the firm has quickly built a strong reputation for delivering trusted aged care financial planner advice and tailored solutions that support individuals and families throughout their financial journey.

A Vision Built on Experience and Integrity

With over a decade of expertise as a Senior Financial Adviser at Commonwealth Bank Financial Planning, Ilya Egorov founded Financial Balance Group to offer personalised, client-focused service. Unlike large institutions, this is a boutique practice that prioritises relationships over transactions. Every client receives specialist aged care financial planners who understand not just the numbers, but the human stories behind them.

The firm stands apart by providing independent aged care financial advisor near me solutions to clients looking for a trusted partner to manage their financial affairs with care and clarity.

Comprehensive Services Tailored to Your Needs

Financial Balance Group doesn’t just offer generic advice. It delivers best aged care finance solutions designed to suit each client’s unique circumstances. Their services include:

  • Retirement planning and long-term financial projections.

  • Debt management and property strategies.

  • Aged care advice with Centrelink support.

  • Investments and superannuation strategies.

  • Budgeting and cash flow management.

  • Estate planning and intergenerational wealth transfer.

  • Personalised financial coaching.


This full spectrum of financial services ensures families and individuals receive a holistic plan — whether they are planning for their own future or seeking a financial advisor for elderly parents.

Aged Care Financial Planning with a Human Touch

Transitioning to aged care often comes with many unanswered questions: How much will it cost? What are the government entitlements? How can I preserve my assets while ensuring quality care? Financial Balance Group specialises in answering those questions with clarity and confidence.

Their financial advisers specialising in aged care provide step-by-step guidance to help families make informed decisions. Whether it’s navigating accommodation payments, daily care fees, or maximising Centrelink entitlements, the firm offers Centrelink aged care financial advice tailored to individual needs.

Local Expertise: Support You Can Trust

For those searching for aged care financial planning near me, Financial Balance Group is a name families trust. Their certified aged care adviser team works closely with clients to ensure every decision aligns with their personal and financial goals.

This local approach, combined with national expertise, allows them to provide best financial advice for elderly parents near me, helping families across communities find peace of mind during one of life’s most sensitive transitions.

Simplifying the Complex World of Aged Care

Government subsidies, Centrelink entitlements, accommodation bonds, daily care fees — aged care financing can be a maze. That’s where a financial advisor specialising in aged care becomes invaluable.

Financial Balance Group simplifies complex information into practical, easy-to-understand guidance. Their team ensures that clients not only receive the best aged care finance solutions but also understand every step of the process. Whether you’re exploring residential aged care options or planning early to secure the best outcomes, their advisers bring clarity and confidence to the table.

Personalised Strategies for Families

Every family’s story is different, and so is their financial journey. Some may be seeking a financial advisor for elderly care, while others may need aged care financial advice centrelink support to maximise benefits. Financial Balance Group recognises these differences and creates tailored strategies that work best for each situation.

They understand the emotional weight of moving elderly parents into aged care facilities, and their advisers help ease that burden by offering practical solutions that protect assets, ensure proper care, and support long-term financial security.

Planning Today for a Better Tomorrow

The earlier you plan, the more options you have. Financial Balance Group encourages families to engage with a trusted aged care financial planner advice provider before a crisis arises. Whether you need to restructure assets, review superannuation, or plan for future care needs, their team works with you to develop a clear financial roadmap.

Their specialist aged care financial planners also collaborate with legal and estate professionals to ensure your broader financial picture remains protected, so you and your loved ones can focus on what truly matters — care and family.

Why Families Choose Financial Balance Group

  • Certified Expertise: Every adviser is a certified aged care adviser, ensuring reliable and compliant financial strategies.



  • Personalised Care: They take time to understand each family’s unique situation.



  • Proven Track Record: Founded on decades of experience in financial planning.



  • Comprehensive Solutions: From retirement to financial advisor for elderly parents, they cover it all.



  • Transparent and Trustworthy: Clear communication and client-first service at every stage.


Your Trusted Partner in Aged Care Planning

When it comes to securing the best financial future for your loved ones, expertise matters. With Financial Balance Group, families receive more than just numbers and spreadsheets — they receive genuine care, trusted guidance, and peace of mind.

If you’re searching for independent aged care financial advisor near me or need aged care financial advice that puts your family first, reach out to Financial Balance Group today. Their commitment to trust, respect, competence, and care makes them a reliable partner for navigating life’s most important financial decisions.

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