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Protect2018-07-03T16:35:24+00:00

Financial Performance Solutions

Protect

Achieving more is possible…when you are protected financially

It’s important to protect all that’s important to you. When life brings you something unexpected, it’s reassuring to know that your family and finances will be taken care of. A Modoras Professional can help protect your assets and secure your family’s future.

Financial security looks different for everyone. If you stop to think about it, most of us would face pretty devasting consequences if we were to lose our main source of income for an extended period.

Whether you are running your own business or earn a wage from your job it’s important to protect all that’s important to you. When life brings you something unexpected, it’s reassuring to know that your family and finances will be taken care of.

That is where a Modoras Professional can make all the difference. Helping you to protect your assets and secure your family’s future.

How we protect all that’s important to you

With the guidance of a trusted professional it’s easy to give yourself peace of mind so that when something unexpected happens, you remain on track to reach your lifestyle potential.

Start now by taking the steps to protect your family financially. We work with you to secure a safe future for your family through each life stage. We consider how much risk you can afford and how much protection you need.

Protecting your financial position focuses on three primary areas.

  • Intergenerational Estate Planning – Ensure your estate passes to your chosen beneficiaries. We’ll help identify potential issues which could adversely impact your desired distribution.
  • Personal and Asset Protection – Comprehensive insurance coverage is vital to protect you and your family from the unexpected. A Modoras Planner can assist with making sure you have the appropriate level of cover for your unique circumstances.
  • Business Succession Planning – Your family business is not only your life’s work but often a considerable part of your retirement plan. Proper succession planning ensures your business moves ahead while protecting your hard-earned dollars.

    It takes foresight to determine how you’re your family will be impacted by a change in circumstances. Here at Modoras, we pride ourselves on protecting what’s important to you. Give us a call today on 1300 888 803 to put in place a sound strategy to ensure you have peace of mind and reach your full lifestyle potential.

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.