3 Reviews

Alex Cokalis

iPartner Financial Solutions

Silver

22 Yrs Experience

Kew, VIC 3101

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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!

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

5.00 October 2021

Since engaging Alex as my Adviser I am more confident & knowledgeable about my financial affairs, especially in the area of superannuation and growing wealth towards a retirement plan. Previously, I was reluctant & not motivated to enhance my financial wealth however, Alex is so understanding, explains and answers all my questions no matter how simple they are. I am now confident with a positive road map tailored for my requirements and knowing full well Alex is there guiding me to see it through.

4.25 August 2015

5.00 August 2015

Alex is the best Advisor I've ever had. He keeps me informed of how my investment is going on a regular basis and has increased my super significantly over the years through better investment diversification than previous advisors. Also, he is a lovely person to deal with. I have recommended him to friends, who are also pleased with his service.

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