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Wealth Management2018-07-07T15:32:49+00:00

Financial Performance Solutions

Wealth Management

Achieving more is possible…when you’re in it for the long haul.

“The difference between knowing about and knowing how? Experience.”

It’s not money that separates the financially successful from the financially stressed – it’s the ability to think strategically and act decisively. That’s why we place such a high value on educating our clients. Whether you are just starting your financial journey, looking to strengthen an established wealth base, or anywhere in between, we will give you the tools that will allow you to change your tomorrow, today.

Wealth Managers work in close consultation with our Accountants, Business Advisors and Legal Specialists, so you can rest assured that all the moving parts of your financial life will be working together in one streamlined financial strategy that leaves no stone unturned to find what more is possible for you.

Join us for a coffee and we will show you what more is possible.

Investment Advice
Retirement Planning
Superannuation including SMSF
Insurance including life and income protection
Personal and Asset Protection
Intergenerational Estate Planning
Finance and Lending
Tax Planning

Financial Planning and Credit services are offered through Modoras Pty Ltd ABN 86 068 034 908. Australian Financial Services and Credit Licence No: 233209.

How Much is Enough

Some hope for the best rather than plan for the best. But with professional advice, retirement is
just the beginning.

Download Article

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.