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“With Modoras’s leadership and advice, our funds continue to grow and have a value considerably higher than we had expected, even through the various downturns in the market in 2001 and 2008.”

Not everyone who walks through our door has a perfect financial picture. In fact, many people come to us with a larger financial gap than they had hoped, and less time to fill it in before retirement.

When we first met Kevin, he and his wife had made some modest investments almost 20 years earlier that were not paying off. Close to their retirement – and with the hope to travel extensively – their self-guided investment plan wasn’t close to the funds they’d need to have the lifestyle they were looking for.

“When my wife and I moved to Queensland in 1980 we invested our modest amount of spare money in property. Looking at investment options available at the time, we felt this was the best way to go to maximise returns and build a solid nest egg for ourselves,”, says Peter.

“Unfortunately, not a lot happened in the property market over the years that followed. In 1998, when it came time to think about retiring, we found that our financial position wasn’t as good as we had hoped. We knew we needed professional help.”

Kevin met with a variety of advisors, but he quickly landed on Modoras. “After a few meetings, Peter Sarai [Modoras’ Managing Director] had quickly understood the type of lifestyle was possible in our retirement and had carefully walked us through our options. Peter’s resulting investment strategy made a lot of sense and we felt that his assessment of our individual requirements was very accurate. Suddenly, we felt we were on our way to our goal. We felt financial momentum was building rapidly.“

Kevin’s wealth continues to grow and support their lifestyle, even through the challenging downturns in the markets. Modoras has been able to provide keen insight and advice which tie into our personal understanding of their wants and needs to keep their investments sound, their wealth growing – and their travel on the go.

Says Kevin, “We retired at the beginning of 2000 and have indulged our passion for travel which has included a caravan trip around Australia as well as visiting North and South America, Mexico, Easter Island, The Middle East, New Zealand, Russia and Eastern Europe. And we’re not done yet!”

It’s never too late to get your financial life on track and move towards your lifestyle goals. See how Modoras’s team of experts can help move you forward. Contact us today.

Making the Most of Your Super

Making the Most of Your Super
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“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.”


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


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


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


“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.”


“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.”


“Professional service with the personal care factor.”


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


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


“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.”


“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!”


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

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