Financial Balance Group Pty Ltd - Box Hill (VIC)

5 /5 Lee-Ann Boyle: I just can not thank Ilya enough, for the support and guidance he has offered as we embarked on the journey of sorting out my Dads financial affairs prior to go into to aged care. He was so emphatic towards what we were going through as a family, and went above and beyond to make the complicated world of aged care straight forward.....taking this additional stress away. Always keeping us informed and speaking in plan language allowed us to be across both what what happening in the now and what needed to happen in the future for my Dad to have the best financial outcome. We are so grateful and I can not recommend Ilya and his services high enough.....thank you Ilya :)

5 /5 anthony callea: Thank you Ilya for all your help these past few weeks as my parents transitioned to an aged care facility. It’s been a challenging time for the family navigating the various aspects. Quite daunting at times and your patience and professionalism was much appreciated. You opened our eyes to the many considerations we needed to take into account. Your approach was meticulous and your advice was very thorough. I highly recommend engaging Ilya with your financial planning.

5 /5 Tracey Peduto: We have been with Ilya for many years even before he took up office at Financial Balance group, and in that time he has guided and supported us with our financial planning, enabling us to put money into our Superannuation and commence salary sacrificing whilst still raising our family,.. we didnt even think that was possible at that time. Now in our later years Ilya is guiding us into Retirement, helping us with downsizing, and other financial concerns, also guiding and assisting us with the many application procedures to Centrelink for our Pension entitlements. Ilya is extremely dedicated, professional, trustworthy and reliable. We would not hesitate to refer Ilya Egorov to our family and friends for their financial planning needs. Thank you Ilya, we now have the piece of mind that our retirement will be comfortable and financially secure. Frank and Tracey.

5 /5 Maddie M: Our blended family engaged with Ilya from Financial Balance Group as we required financial advice and a financial plan for the varying needs of senior parents. We presented with a complex scenario with one parent entering aged care and one remaining in the marital home/residence. We wanted to ensure that both parents were cared for and that their financial needs were met. We required a plan that met the cost-of-living requirements of a couple living apart. Ilya was generous and equitable with his time, liaising and juggling the logistics of meeting with representatives of both families. Ilya presented an SOA and step by step plan, using assets, investments and restructuring of some assets to better fund and meet the different cost of living requirements of both parents, as well as providing direction and liaising with government departments to reinstate the appropriate rate of age pension. Ilya provided invaluable communications with government departments. I found Ilya a pleasure to deal with and I feel he showed integrity in dealing with a blended family. Thank you for helping us navigate the process and for an SOA that helps to meet the needs of both parents. If my future circumstances require the advice of a financial adviser, I would engage Ilya’s services again. Thank you Ilya for your generosity with time, dedication and professionalism

5 /5 Leanne Unicomb: My mum’s mobility has deteriorated in the last 6 months and as a family we had to make a decision of placing her into residential care, where she could be safer. Knowing that the financial part can be complex, we were referred to Ilya for advice. Ilya helped us understand the financial implications of various care fee payment options. He advised on the changes of mum’s assets which are now arranged in a much simpler way. And we now have confidence that her money will not run out and that she will have enough income coming in to pay for her aged care costs.