iPartner Financial Solutions

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.
May 3rd, 2023

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.
Apr 13th, 2023

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.
Apr 7th, 2023