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Retirement Planning2018-06-29T16:03:35+00:00

Financial Performance Solutions

Retirement Planning

With the Australian pension age going up to 67 by 2023, retirement planning is becoming increasingly important. Retirement means different things to different people. At Modoras, we design retirement plans that create lifestyles beyond expectation. Whether that means jet setting around the world or choosing to continue to work or not, there is no need to wait for the pension age to retire. With a Modoras Professional taking care of you, retirement, is just the beginning.

What is a retirement plan?

The sooner you start planning for retirement the greater your lifestyle choices will be. Whether you are starting from a base of no assets to millions, we tailor a retirement plan just for you. A plan that protects what is important while improving your retirement lifestyle possibilities.

Retirement planning is easy with the right crew on board. Don’t leave it to chance. Achieving more is possible when you know how.

Successful retirement planning

It helps to start by calculating a ballpark figure around how much money you need to meet your retirement goals. Now this can differ depending on the type of lifestyle you aspire to, the age you plan to retire, life expectancy and how much you want to leave behind for future generations. A general rule of thumb is that you can retire on around 75% of your pre-retirement income.

While your employer is contributing into your super fund for you, this is often not enough to fund the retirement lifestyle you are working towards. So, we work with you to close the super savings gap, so you can retire with a sizeable nest egg.

A Modoras Professional can discuss with you tax-effective investment strategies and investments to ensure you have the retirement you always dreamed of.

When it comes to superannuation, it pays to start early to finish on target. To find out how to close the retirement gap and to start your retirement planning, talk to a Modoras Professional and retire with peace of mind – not hope.

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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