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About Us2018-09-13T09:18:45+00:00

About Us

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

Over 3 decades of experience. A wealth of financial intelligence. Integrated service solutions. Award winning client care.
One guiding vision.

Modoras Service Circle - To make the difference to your life so that you, experience your lifestyle potential.

Imagine the unimaginable. Create not compete.
Explore what more is possible.

 

Achieving more is possible…when you know how.

For over thirty years, Modoras has helped individuals and businesses turn financial possibilities into realities: sharing financial intelligence, delivering actionable insights, building tailored solutions, and taking care of all the practical details in between. No matter your financial circumstances, we aim to function as each client’s personal CFO, intelligently connecting all the pieces of our clients’ financial lives to reveal pictures that entirely exceed expectations. So invite us along on your financial journey. You’ll be amazed at how far our expert guidance can take you.

Executive Team

Peter Sarai
Peter SaraiGroup Managing Director
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David Armstrong
David ArmstrongDIRECTOR - Modoras Downes Barrington
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James Morris
James MorrisDIRECTOR - Modoras Accounting Qld
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Peter Hetherington
Peter HetheringtonDIRECTOR - Modoras Accounting Qld
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Alf Couceiro
Alf CouceiroDIRECTOR - Modoras Melbourne
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Ian Fox
Ian FoxDIRECTOR/EXECUTIVE PLANNER - Modoras Melbourne
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Jita Sarai
Jita SaraiDIRECTOR
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Tony Sarai
Tony SaraiASSOCIATE DIRECTOR EXECUTIVE PLANNER
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Katerina Sousalis
Katerina SousalisEXECUTIVE PLANNER
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Emily Hein
Emily HeinBRAND STRATEGY AND COMMUNICATIONS MANAGER
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Our Story

Sarai Financial Services (now Modoras Pty. Ltd.) was established in 1984 in the southern suburbs of Brisbane as a home-based business. From the beginning, Peter Sarai was driven by the belief that still guides Modoras today: that achieving more is possible. Clients appreciated the fresh approach to financial planning and the business grew exponentially. By the late 1980s, Peter was consistently ranked as one of the top revenue produces in Queensland.

Still, he was not satisfied with the limitations and fundamental shortfalls of clients’ investment risk and financial possibilities. Successfully applying for an Australian Financial Service licence in 1997, allowing me at last to break free of financial institutional thinking and create more opportunities for clients to increase their wealth and lifestyle possibilities.

Rebranded as FinancialLine, the next years marked an incredible period of growth for the company. Frustrated by the multiple, inefficient software applications required by our business practices, in 1997/1998 Peter began the design of Evolution, a comprehensive financial business software system which was one of the first online business platforms of its kind.

FinancialLine continued to perform well, but Peter envisioned something even bigger: a transformation of the business to include a private wealth offering. In 2008, Modoras Financial Performance Solutions was born, supported by two service streams, FinancialLine and StrataStream. Two additional business innovations followed: the creation of Enevita, our white label portfolio management tool.

Modoras - Our Story

Modoras was founded on the principles of “genuine care, limitless possibilities and passion for creating lifestyle choices” in 1984. Whilst these core values have remained unchanged for over 3 decades, the ways that we deliver these values has changed as we continue to believe achieving more is possible. And we are just getting started.

Modoras… making THE difference to each life so that people globally, experience their lifestyle potential.

Community Initiatives

The communities we operate in are important to us. Modoras maintains our community support both collectively as a business and individually in our personal contributions. We do this by investing in local interests and donating time and financial support to a number of not-for-profit organisations.

Modoras is a Surfers Paradise Surf Life Saving Club Bronze Medallion Sponsorship Partner, supporting the club to achieve their vision to make a difference, inspire and make their part of the world a better place.

Modoras have hosted fundraising events in support of many charities including the National Breast Cancer Foundation and The Premier’s Disaster Relief Appeal, and for many years, Modoras were the primary Churchie Old Boys Association sponsor. Modoras Associate Director and Executive Planner, Tony Sarai, continues to serve on the Executive Committee of the Churchie Old Boys Association and has maintained active involvement in Churchie’s sports programs as a Football Coach & Referee for many years.

Modoras are heavily involved in Cancer Council Queensland fund raising inanities, with annual involvement in “Australia’s Biggest Morning Tea,” “Relay for Life” and “Daffodil Day”. The Modoras team are proud to make a difference to the lives of cancer suffers and supporters.

Modoras are members of the Cancer Council Pro Bono Program, delivering complimentary advice for cancer sufferers as a part of their business advisory program. The ability to relieve some of the financial pressures that arise when small business owners suffer from Cancer is a true honor, enabling them to focus on their recovery.

Modoras Group Managing Director, Peter Sarai plays a key role in the formation and ongoing management of INDOZ (“India & Oz”) Sikh Community Cultural & Sports Centre, a not-forprofit community-based organisation established to represent the interests and needs of the Indian and Sikh community in Brisbane.

Modoras Associate Director, Jita Sarai, is a founding Director of the Mental Awareness Foundation (MAF), of which Modoras is an official sponsor. MAF leads the crusade to break the taboo of talking about suicide and depression.

Recognition

Modoras is recognized as industry leaders by peers and clients alike, we are proud to be acknowledged for our level of client care. Creating lifestyle experiences beyond expectation.

“Modoras’ passion for delivering exceptional client care is underpinned by our commitment to make THE difference to each life so that people globally, experience their lifestyle potential.”

At Modoras, client care means breaking through the status quo, delivering beyond expectation and leaving no stone unturned in our quest to have clients experience their financial potential.

From “Independent Financial Adviser, Best Client Servicing Company” to “Australian Small Business Champion in Business Service”, our industry accolades are a testament to Modoras’ dedication to deliver above the line client care. In addition to a reflection of our commitment to consistent innovation by imagining the unimaginable, creating not competing and exploring what more is possible for both our valued clients and our business.

Awards

Women In Finance Awards 2018 - Katerina Sousalis
Financial Planner/Adviser of the Year Finalist, Katerina Sousalis
Women in Finance Awards 2018

Holistic Advice Firm of the Year 2018 - Peter Sarai
Holistic Advice Firm of the Year Finalist, Peter Sarai
Independent Financial Adviser (ifa) Excellence Awards 2018

Holistic Adviser of the Year 2018 - Tony Sarai
Holistic Adviser of the Year Finalist, Tony Sarai
Independent Financial Adviser (ifa) Excellence Awards 2018

Best Client Servicing Individual 2018 - Katerina Sousalis
Best Client Servicing – Individual Finalist, Katerina Sousalis
Independent Financial Adviser (ifa) Excellence Awards 2018

SMSF Adviser of the Year 2018 - Ian Fox
SMSF Adviser of the Year Finalist, Ian Fox
Independent Financial Adviser (ifa) Excellence Awards 2018


Finalist, Small Business Champion in Business Services
Australian Small Business Champion Awards 2017

Modoras - Finalist Customer Service Experience of the Year
Finalist Customer Service Experience of the Year
Optus My Business Awards


Finalist, Ethnic Business Awards
Ethnic Business Awards 2016


Finalist, Best Client Servicing Company
Independent Financial Adviser (IFA) Excellence Awards 2016


Finalist, Best Client Servicing Individual: Katerina Sousalis
Independent Financial Adviser (IFA) Excellence Awards 2016


Finalist, Innovator of Individual: Peter Sarai
Independent Financial Adviser (IFA) Excellence Awards 2016


Finalist, Multi-Service Practitioner Individual: Tony Sarai
Independent Financial Adviser (IFA) Excellence Awards 2016


Finalist, Small Business Champion in Professional Services
Australian Small Business Champion Awards 2016


Winner, Best Client Servicing Company
Independent Financial Adviser (IFA) Excellence Awards 2015

Winner, Small Business Champion in Business Services
Winner, Small Business Champion in Business Services
Australian Small Business Champion Awards 2014


Finalist, Entrepreneur of the Year
Australian Small Business Champion Awards 2014

Finalist, Boutique Firm of the Year
Finalist, Boutique Firm of the Year
Independent Financial Adviser (IFA) Excellence Awards 2014

Finalist, Best Client Servicing Company
Finalist, Best Client Servicing Company
Independent Financial Adviser (IFA) Excellence Awards 2014

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.