2026-03-01T05:07:24.281Z

I am very happy that I engaged with Ilya after reading other positive reviews. He listened to my retirement and estate planning goals, and devised a strategy that incorporated the complexities of overseas beneficiaries and appropriate tax structuring. He is very good at explaining the advantages and disadvantages of various options, and I felt in control of making the final decisions about my finances. Thanks Ilya, I will continue to engage with you come retirement time!

2025-11-16T22:06:50.040Z

I cannot recommend Ilya Egorov too highly for his services after my traumatic experiences in placing my wife of the last fifty years into residential aged care. In addition to the trauma there were seemingly horrendous costs.Egor patiently soothed my concerns and successfully negotiated with my investment funds, The Aged Care facility and Centrelink to arrive at a very acceptable position.I can only thank Ilya for both his professional but also for his understanding of my emotional state. I could not have done without his services.Thank You IlyaBest WishesJoe Wrightya

2025-11-05T21:56:54.394Z

Fin planner Ilya Egorov was recommended to wife and i from a friend to help validate our upcoming retirement plans, and review current setup to enable our desired income post retirement. We were very pleased with the one-off plan we received- it was informative, comprehensive, and accurately reflected our objectives. Ilya was very professional, has a bucket of experience and education, and on a personal note - caring, empathetic, has excellent listening skills and understands what we mean and want. Would absolutely recomend Ilya's professional service if you need a planner, he is excellent.

2025-10-07T08:27:34.932Z

I can not thank Ilya enough for the support he has given our family during a very difficult time.My mother needed to be moved to an aged care facility and it is fair to say that we were not ready for this decision, emotionally or financially.Ilya was able to take the financial jigsaw pieces offered by my father and create a financial plan that will take care of my father, still living at home, and also for my mother in the aged care facility.His knowledge of financial products is vast and his ability to understand the Centrelink process is nothing short of miraculous. Centrelink seems to have a language of its own and having Ilya breakdown all the forms and procedures was incredibly helpful at a time when we were dealing with hospital assessments and social workers.The respect and care that Ilya showed my father was for me the most important part of the process. Dealing with complex issues during emotional times is hard for anyone, it is especially hard to do in your 80s. Ilya was so patient with my Dad and took the time to make sure that my dad was looking after himself.For me, it is possible to learn financial structures, but empathy can not be learnt. It speaks to the kind of person that Ilya is that he can do both.I have no hesitation recommending Ilya- I know that you will be taken care of.

2025-06-16T05:40:45.466Z

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 Dad's 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 :)

2025-04-17T12:35:57.402Z

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.

2025-03-05T04:17:45.966Z

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

2025-02-11T05:54:45.568Z

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 didn't 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.