Alex Cokalis

iPartner Financial Solutions

Silver
22 Yrs Experience
Kew, VIC 3101

I am passionate about helping others in all aspects of life.

I have had the opportunity to focus this passion over the last 22 years within my financial planning career. I can help you better use your income such that you have enough to spend today AND have enough to spend in retirement.

In the majority of cases, I have found that you dont need to sacrifice nearly as much as you fear to achieve your goals. It honestly just takes some time to sit with me so we can work out the best strategy to get to where you want to be.

... and I'll be with you every step of the way!

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.75
  • Number of reviews 3
  • First year providing advice 2002
  • Years of experience 22
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

iPartner Financial Solutions

Suite 301, 19 Barnard Grove
Kew, VIC 3101

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892