iPartner Financial Solutions

iPartner Financial Solutions We are passionate about improving your financial wellbeing today and towards your retirement!

Our mission is to give you the peace of mind that there is someone taking care of you and your family's financial decisions, allowing you the freedom to live the life you want to live. We achieve this by protecting you and your family against unforeseen events while helping you make the most of current legislation, financial markets and tax structures to provide greater potential to grow your wealth.

Relationships are an essential part of the human experience.  We really don't do as well alone as we do with others arou...
30/09/2024

Relationships are an essential part of the human experience. We really don't do as well alone as we do with others around us, while marriage (or any other committed emotional relationship) is still a priority for most. So when it breaks down, or changes into something else, it can cause severe emotional trauma. We at iPartner, encourage all to seek both psychological and financial support through such a difficult transition in your life.

Adjusting to life after divorce, particularly later in life, is akin to navigating through some of life’s most challenging events. It’s a journey comparable to coping with loss, relocation, major illness or injury, or job loss. While these upheavals are often beyond our control, how we manage th...

Many retirees believe retirement is only about numbers. But working out what YOUR number is takes into consideration man...
18/09/2024

Many retirees believe retirement is only about numbers. But working out what YOUR number is takes into consideration many factors. Having the confidence that a) you can achieve your number and b) your number is right for you is what a good financial advisor will do for you.

For some Australians, retirement is everything they were promised. Indeed, those retiring today may be healthier than any previous generation. Social researcher Bernard Salt calls ages 65-85, ‘The Great Contentment’1. However, retirees and pre-retirees often face a wall of worries. In the earlie...

Australians are ranked 10th happiest country in the world!  😀 My main motivation for helping my clients with their finan...
28/06/2024

Australians are ranked 10th happiest country in the world! 😀

My main motivation for helping my clients with their finances is to help them live a happy life, but it is also true that happy people make better financial decisions. Seeing my clients happy knowing they will reach their financial goals is one of the most satisfying aspects of my job. Doing my bit to get Australia's ranking climb the ladder one step at a time.

Experts use responses from people in more than 140 nations to rank the world’s ‘happiest’ countries in the World Happiness Report1. As Jon Clifton, CEO of Gallup, commented, “Our role in research on World Happiness is a natural fit with our longstanding mission: providing leaders with the ri...

Don’t wait for opportunity; create it. - Bernard Shaw. This powerful quote reminds us that waiting passively for opportu...
16/06/2024

Don’t wait for opportunity; create it. - Bernard Shaw. This powerful quote reminds us that waiting passively for opportunities to come our way is not enough. Instead, we must be proactive, take initiative, and forge our own path to success. Embrace your potential and start creating your own opportunities today!

Discuss money matters with your children openly. When kids understand how money is earned and managed, they are better p...
15/06/2024

Discuss money matters with your children openly. When kids understand how money is earned and managed, they are better prepared for financial responsibility. Involving them in budgeting and spending decisions builds their confidence and knowledge.

True wealth lies in the abundance of dreams and aspirations within one’s soul, untouched by the harshness of reality. It...
14/06/2024

True wealth lies in the abundance of dreams and aspirations within one’s soul, untouched by the harshness of reality. It is the ability to maintain hope and ambition despite life's challenges that defines true richness. A person who cherishes their dreams and refuses to let the world diminish their spirit possesses a wealth that cannot be measured in material terms.

Teach kids the value of saving by helping them set achievable goals. Whether it’s a new toy or a big outing, tracking pr...
13/06/2024

Teach kids the value of saving by helping them set achievable goals. Whether it’s a new toy or a big outing, tracking progress makes saving fun and rewarding. Celebrate their achievements to reinforce the habit.

True contentment lies in appreciating the little we have; for those who seek it in excess, it forever remains out of rea...
12/06/2024

True contentment lies in appreciating the little we have; for those who seek it in excess, it forever remains out of reach. It's a challenge to find satisfaction with minimal possessions, but it's even more elusive when we chase after abundance. Embrace simplicity to discover genuine happiness.

Children learn by watching us. By leading through example, we can teach them to distinguish between needs and wants, and...
11/06/2024

Children learn by watching us. By leading through example, we can teach them to distinguish between needs and wants, and the importance of thoughtful spending. Let’s guide them towards making smarter financial choices by showing them how it’s done.

Having healthy money talks with your children from the time they enter primary school, can have a massive effect on thei...
06/06/2024

Having healthy money talks with your children from the time they enter primary school, can have a massive effect on their money management in adulthood.

Generally speaking, we Australians are pretty financially savvy, that is, we understand the how and why of effectively managing our money. Unfortunately, that doesn’t mean we put that know-how into practice to make astute financial decisions. According to the Australian Bureau of Statistics (ABS),...

Finding contentment in simplicity leads to true wealth, while chasing luxury often results in a sense of artificial pove...
08/03/2024

Finding contentment in simplicity leads to true wealth, while chasing luxury often results in a sense of artificial poverty.

Address

Suite 301, 89 High Street South
Kew, VIC
3101

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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