


Financial Balance Group
Financial Services • Melbourne, Victoria, Australia • 1-10 Employees
Company overview
| Headquarters | Level 2, 818 Whitehorse, Box Hill, VIC 3128, AU |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Social Security Strategies, Personal Insurance Advice, Aged Care Advice, Retirement Planning Advice |
| Founded | 2022 |
| Employees | 1-10 |
Key Contact at Financial Balance Group
Ilya Egorov
Principal Financial Planner, Director
Financial Balance Group Email Formats
Financial Balance Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@financialbalancegroup.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@financialbalancegroup.com.au | 100% |
About Financial Balance Group
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.
Financial Balance Group revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Financial Balance Group has never raised funding before.
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