iPartner Financial Solutions - Kew, Victoria

Tricia M.

Alex is a whiz and a great, very trustworthy individual whom I would highly recommend. I was a newly single mum and very nervous about being a first time investor when I came across Alex. Not only did he take the time to coach me through the investment process but was also very patient with my decision making.

Robert C.

I have been with Alex for approximately six years. My reason for seeking sound financial advice was to ensure I was as financially structured as possible as I approached retirement age.

Initially, I was skeptical about seeking financial advice and the associated costs, as I believed I had sufficient knowledge and experience. However, after a couple of sessions with Alex, his demonstrated expertise and experience dispelled any doubts I had.

Alex has significantly improved my financial position, far beyond what I could have achieved on my own, and saved me countless hours of research.

I highly recommend Alex to anyone, whether novice or experienced, looking to improve their financial situation.

Sandra P.

Alex has been our Financial Advisor for quite a few years
Alex has always advised in the right direction prior to retirement , setting up our transition to retirement plan and then setting everything up after we retired. Which is something we could never had done on our own without Alex’s knowledge and expertise.
Alex has always made us feel at ease, has made everything effortless for us, making sure that we understand step by step.
We would highly recommend Alex’s services.
Thank you Alex

Ian & Sandra

Loreto V.

Great financial consultant- easy to understand for the uninitiated. Kind and compassionate too.
No question goes unanswered.
Do yourself a favour and make this company your go to.

Judy C.

Alex took over management of my portfolio, six or seven years ago, when my previous financial advisor changed companies. Although I was tempted to track down my former advisor, initially, I decided to give Alex a chance and found that I actually preferred him. He seemed to sum up my level of knowledge and comprehension immediately, which made our meetings enjoyable, comfortable, and informative. He explains everything very clearly and is always available for further clarification if I need it, once I have had a chance to think things over.
Over the years Alex has made several changes to my portfolio and has during this time started up his own business. I have no complaints. My portfolio has done very well under his guidance and I feel that he does his research thoroughly before making changes.
Alex has also given me advice in other areas relating to finance, other than my portfolio - such as my will, financing a new property and answering my questions on the bond market. He is well informed on both the market and world politics and I have no hesitation in recommending him to anyone who needs help with any financial decisions.

Diane B.

Alex Cokalis has been our financial advisor for a number of years. Alex has been able to provide good quality financial advice providing us with best returns based on our level of risk. He and his team keep us regularly updated on global economic changes that may have an effect on our investments.
He is also timely on advising and recommending changes to funds not performing to those that are.
We would highly recommend Alex and his team.

Carlo T.

Alex has shared his breadth of knowledge with me over the past eight years. When I first met Alex I was searching for someone empathetic who I could trust to steer me out of my franchise-related financial predicament. Six years later under Alex's guidance I was able to retire with my Superannuation set up to provide me with Financial security moving forward. I am very happy dealing with Alex, who always allows time to respond to any queries in a timely manner.

Stephen K.

Would highly recommend Alex. He's been very knowledgeable and helpful setting up my financial plan.