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Investment Advice2018-06-29T16:01:30+00:00

Financial Performance Solutions

Investment Advice for all Australians

The fact is… The sooner you start, the more you will have, the better off you will be.

Whether you are starting your journey or looking to build on an already established wealth base, Modoras offers Australia wide investment advice to turn your financial possibilities into reality.

While you know you should invest your money wisely, with so many investment choices available, it can be hard to know where or what to invest in. Not only that, but everybody’s needs are different and change over time as you move through different life stages.

Here at Modoras, we will leave no stone unturned to find what more is possible for you. Delivering professional investment advice with personal care.

Investment plan

So we can create a clear picture of your lifestyle possibilities, and the key milestones to achieve your lifestyle potential, we take the time to get to know your individual circumstances, goals, objectives, values, beliefs and lifestyle desires.

Allowing us to then best deliver the most appropriate mix of investment solutions available. Our investment advice covers your needs now, in the near and far future, so it’s as individual as you are.

The smallest change in your circumstances, legislation and / or economic conditions, may result in required changes to your strategy or portfolio. This is why we regularly review your investments, conducting a comprehensive evaluation of your circumstances and portfolio to ensure you remain on track.

Achieving more is possible when you are in it for the long haul. Contact a Modoras Professional today to get started on building your lifestyle potential.

You don’t need to be wealthy to invest. You need to invest to be wealthy.

Wealth management, financial and personal risk insurance services are offered through Modoras Pty Ltd. Australian Financial Services and Credit Licence No. 233209

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

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