Contact Us

Prepare for tomorrow, make the most of today.

Financial advice to help you grow your investments and better prepare for your future retirement.



CONTACT US

 Our Mission

Our mission is to help you achieve a happy and sustainable retirement. We support you and your family to make better financial decisions allowing you more freedom to enjoy your life today and tomorrow. We make the most of current legislation, financial markets and tax structures to provide greater potential to grow your wealth while protecting you and your family against illness or injury along the way.

Stress less. Take Control. Plan Ahead.

Schedule a Call

How we can help

At iPartner, we work out what you need to do today, so you don’t have to worry about your retirement tomorrow.  We’ll do the worrying for you, while guiding you every step of the way.

build-wealth-2
MAKE THE MOST OF RETIREMENT
You would like to leave a legacy for your kids and ensure you don’t run out of money.
enjoy-retirement
PREPARE FOR RETIREMENT AND BEYOND
You want to be confident that you will have enough money to enjoy life after work.
build-wealth-help
BUILD WEALTH AND PURSUE YOUR GOALS
It’s time to pay down debt, protect your wealth and grow your assets.
nathan-dumlao-4_mJ1TbMK8A-unsplash
GET STARTED AND SET YOUR FAMILY UP FOR SUCCESS
You want to buy your dream home, expand your family and grow your wealth.

“Our prime purpose in life is to help others,”
Dalai Lama

At iPartner, we partner with you and guide you through every step of life’s journey.

Alex-Headshot-051-800
Alex Cokalis
Founder

Kind words from our clients

“We finally found someone who knows how to invest!”
— Ray and Mary
“I’m so glad Alex does the hard stuff for me while I live my life happily”
— Margaret
“I never knew how much tax I could save along the way”
— David
“I don’t like taking risks, so I’m wrapped at my returns compared to my mates”
— Gary
Previous
Next

5 Easy Steps To Your Dream Retirement

In this free ebook we share 5 important steps you can take to start planning for your retirement NOW!

* indicates required

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Insights

Navigating the transition from Disability Pension to Age Pension

Navigating the transition from Disability Pension to Age Pension

Do you or someone in your care have a permanent incapacity and receive the Disability Support Pension? As you approach…
QUIZ – How much do you know about financial scams?

QUIZ – How much do you know about financial scams?

According to the Australian Competition and Consumer Commission (ACCC), in 2023 financial scams cost Australians around $2.7 billion. Financial fraudsters…
How much Super is enough?

How much Super is enough?

When considering how much super you should have, it’s important to understand that the amount you need is deeply intertwined…
Steps to help you plan for a super retirement

Steps to help you plan for a super retirement

In 1996, total superannuation assets were $245 billion. By 2007, they had surpassed $1 trillion and had exceeded GDP. Today,…
Super scams the new target

Super scams the new target

The Australian Securities and Investments Commission (ASIC) has warned about a new scam targeting superannuation savings1. Through cold calls, scammers…
A new movement for a better lifestyle

A new movement for a better lifestyle

Do you have a twelve-a-day habit? We’re talking seated hours, not cigarettes. Studies indicate that sitting too much and moving…
View all

View our latest newsletter and register to receive the latest financial and lifestyle articles.

View Newsletter
Register Now

Get in touch

Download

* indicates required

Intuit Mailchimp

Contact
+61 (3) 9855 0689
Address

Level 3, Suite 301, 89 High St South, KEW VIC 3101
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
Facebook-f Instagram Linkedin-in

Alex Cokalis and iPartner Financial Solutions Pty Ltd ABN 54169276260 are Authorised Representatives of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 AFSL No. 229892. 

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. iPartner strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of the iPartner website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. You should obtain a copy of the PDS relating to the product and consider it before making any decision to acquire the product.

Copyright iPartner Financial Solutions Pty Ltd
Wordpress website by Advant

Jane Brown

Head Accountant

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam pharetra aliquet ligula in volutpat. Aenean laoreet leo massa, non laoreet ante imperdiet ut.

Aliquam imperdiet pellentesque eleifend. Proin feugiat nulla eget nunc dapibus, at aliquet dui interdum. Cras porttitor ultrices volutpat. Orci varius natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.

Morbi eu est velit. Sed pulvinar mi ac congue euismod. Aliquam erat volutpat. Aliquam et cursus dui, ut mollis tortor. Donec eget eros eget nunc accumsan congue sed in orci. Vivamus quam nunc, egestas non dapibus non, aliquet vitae dui. Maecenas elit nibh, consectetur id ipsum quis, convallis euismod nisl. Sed sem magna, semper vitae felis et, fermentum euismod justo. Sed tristique mauris lorem, id auctor nisi tincidunt eget.

Facebook-f Twitter Linkedin-in

Alex Cokalis

Founder

Career

iPartner Financial Solutions was founded by Alex Cokalis, our principle financial adviser and managing director.  Alex graduated from The University of Melbourne with honours within a Bachelor of Engineering and a Physics major within a Bachelor of Science.  With a passion for financial advice he later completed his Advanced Diploma of Financial Services and entered the industry in 2001.  With a range of roles within both the large banks (Commonwealth Bank of Australia, ANZ and BankWest) and Australia’s largest non-bank financial services provider, AMP, Alex brings a plethora of knowledge to the customer experience here at iPartner.  Outside the industry, Alex lives by the philosophy of kindness and compassion and brings this energy into the workplace.

 

Personal Life

From a young age, Alex had a thirst for knowledge and wisdom.  He quenched this thirst through scientific studies which continued throughout university.  However, while his knowledge progressed he didn’t feel he was any wiser about the intricacies of life, thus started his shift of exploration from the outer world, to within.   It was during this time that Alex recognised that the greatest wealth is achieved from a peaceful, joyful self and his personal aspirations of wealth transformed to include wellbeing. 

Alex practices meditation and yoga, is a keen study of ancient philosophy and practices and is fascinated with the power of the mind and how freeing it opens the path to inspiration, motivation and creativity.

Alex is the proud father of 2 adorable children who provide him with love and joy as well as valuable lessons in life.  The birth of his children also gave him new meaning on life and motivation to his own and his children’s health and wellbeing.  He stays active with rock climbing, running and walking and gains inspiration and energy when out in nature, whether it be a trek through the mountains or a swim in the ocean.

 

Alex’ daily practice of Health, Wealth and Wellbeing is a pursuit he tries to impart onto his clients and enjoys working with them throughout their own life journey.