Financial Balance Group is a boutique, privately owned financial planning advice practice.
Ilya Egorov, Principal Financial Adviser and Director founded Financial Balance Group in 2022 after a decade of experience as a Senior Financial Adviser at Commonwealth Bank Financial Planning.
Financial Balance Group was founded on the values of Trust, Respect, Competence and Care.
We help clients achieve their goals by supporting them on their financial journey.
Our services include:
- Retirement planning;
- Long-term financial projections modelling.
- Debt Management and property;
- Aged care advice.
- Investments.
- Superannuation.
- Budgeting and Cash flow management.
- Social Security strategies.
- Estate planning and intergenerational wealth transfer.
- Financial Coaching.
Company Details
- Employees
- 1
- Founded
- 2022
- Address
- Level 2, 818 Whitehorse, Box Hill,vic 3128,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Aged Care advice, Retirement planning advice, Personal insurance advice, Investments, Social Security strategies.
- HQ
- Box Hill, VIC
Financial Balance Group Questions
Financial Balance Group's website is http://www.financialbalancegroup.com.au
Financial Balance Group's LinkedIn profile is https://au.linkedin.com/company/fbg-pty-ltd
Financial Balance Group has
1 employees.
View email and phone details for 1
employees at Financial Balance Group.
Financial Balance Group's industry is
Financial Services
Financial Balance Group's top competitors are
Financial Wellbeing Company,
Wmd Financial Services,
Rainmakr.ai,
Cfin | Financial Solutions,
The Network Of Consulting Professionals,
Lawson Financial,
Modicode,
Zippy Financial,
Mj Financial Chiefs,
Zoluhle Financial Wellness.
Financial Balance Group's categories are Financial Services
Financial Balance Group's founding year is 2022
