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Modoras recognised as 2018 ifa Excellence Awards Finalists

2018-08-01T17:14:30+00:00

We are proud to announce that Modoras has received not one, but four finalist recognitions in this year’s Independent Financial Adviser (ifa) Excellence Awards in the several categories.

Modoras recognised as 2018 ifa Excellence Awards Finalists

Modoras 2018 ifa Awards Finalist

We are proud to announce that Modoras has received not one, but four finalist recognitions in this year’s Independent Financial Adviser (ifa) Excellence Awards in the following categories:

The 2018 ifa Excellence Awards, are the only program benchmarking the success of the independent financial advice sector.

Modoras’ selection as a finalist is an acknowledgement of the complete financial care that we provide to clients, delivering service far beyond expectation and leaving no stone unturned in our quest to help clients experience their lifestyle potential.

“This year’s finalists are among the top financial professionals in Australia and have been selected on the basis of high performance.” said Aleks Vickovich, managing editor of ifa.

“Their involvement in this program singles them out as a high-quality financial advice practitioner that has the best interests of clients at the very centre of their business.”

Modoras operates with a bird’s eye view to ensure each financial facet compliments the others. From wealth creation including investment planning; finance and lending including mortgage broking and retirement planning incorporating superannuation and SMSF to risk advice and Centrelink benefits. Underpinned by accounting and estate planning, clients depend on:

  • Over 3 decades of experience;
  • A wealth of financial intelligence;
  • Integrated service solutions; and
  • Award winning client care.

These accolades would never have been possible without the ongoing loyalty and trust of our valued clients and the continued passion and genuine care delivered by the Modoras team.

The winners will be announced on Friday, 7 September 2018 at the Hyatt Regency Sydney.

Modoras IFA SEAL 2018 FINALIST Holistic Advice Firm of the Year Modoras IFA SEAL 2018 FINALIST Holistic Adviser of the Year Modoras IFA SEAL 2018 FINALIST SMSF Adviser of the Year Modoras IFA_SEAL 2018 FINALIST Best Client Servicing - Individual

Testimonials

“There are things I must do in the next five years to make that happen, but I know what they are and am working towards them. This is a much happier prospect than what I believed would be my lot when I reached retirement age.”

Scharlaine

“I will remain with them as they have been great to me for many many years.”

Sharn

“I’ve been a customer for several decades(scary how time flies). The service has always been impeccable, consistent, friendly.”

Colleen

“Very happy with the ease of experience. And extremely happy with my return…much more than I anticipated.”

Angela

“The process suits me perfectly, the details and everything you need from me is provided. You then review and I come in to sign where appropriate. In a busy schedule, it suits me perfectly.”

Richard

“Our business with Modoras is always very professional and friendly making it a pleasure to attend.”

Peter & Merle

“I have recommended Modoras to friends and family. My sister in law is now a client.”

Glenn

“Professional service with the personal care factor.”

Kathy

“We are very happy with the service that Modoras have provided and find all staff very friendly and helpful.”

Tom

“Super friendly staff . Would recommend and have recommended.”

Danielle

“We really enjoy the hospitality every time we visit the office, to meet and talk directly with the ‘Modoras family’ has a huge impact in entrusting our financial future.”

Robert

“We have built an excellent business rapport with our Accountant over many, many years. He has managed both personal and business tax and accounting matters for us. It is a pleasure to attend the lovely office in Mt Gravatt. The Reception staff are friendly and efficient. AND they make a great coffee!”

Rosemary

Financial Planning and Credit services are offered through Modoras Pty Ltd ABN 86 068 034 908. Australian Financial Services and Credit Licence No. 233209.
Accounting services are offered through Modoras Accounting (QLD) Pty Ltd ABN 81 601 145 215, Modoras Accounting (VIC) Pty Ltd ACN 145 368 850 and Modoras Accounting (SYD) Pty Ltd ABN 18 622 475 521

Copyright Modoras 2018. All Rights Reserved.