No matter where you are in your path to financial freedom, we can help.
Whether you’re starting your career, looking to maximise your wealth for your retirement, or anything in between, Modoras can help you get further down the road to reaching your financial goals.
Our industry-leading best practices across all our wealth management services will help you grow your financial momentum while protecting the wealth you have built for yourself and your family.
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Wealth management services
Our expertise and extensive capabilities will help you, or your business, build your financial profile and confidence.
Personal wealth services
We will help you achieve personal and financial success by developing wealth creation and wealth management strategies through the utilisation of a combination of legitimate tax effective planning and other savings and investment strategies which match your own needs and circumstances.
We can help you to optimise your retirement lifestyle by selecting appropriate investment vehicles and superannuation strategies, including Self Managed Super Funds if appropriate.
Finance and lending
We source the right loan for your needs, restructure loans for optimal results, and use borrowed money to build wealth.
We can help you with your retirement planning needs through the selection of appropriate investment and retirement strategies. Our Financial Planners keep abreast of relevant changes in superannuation legislation and will help develop a tailored retirement plan structured to your personal needs.
Risk and asset protection
Comprehensive insurance coverage is vital to protect you and your family from the unexpected. Talk to your Modoras Planner about how we can assist.
Our Financial Planners can help ensure your estate passes to your chosen beneficiaries by identifying potential issues which could adversely impact your desired distribution. Our Planning team works with a range of estate planning professionals to ensure your wishes are actioned appropriately.
Our Planning team can help you meet your financial goals sooner through legitimate and effective tax planning strategies.
Finance and lending
We source the appropriate business service, finance, loan or lease for your specific needs.
Strategy and Advisory
We have the experience and team to provide comprehensive strategy and advice for your business.
Our specialist Financial Planners can provide advice on salary or remuneration packaging for your business, to help attract and retain quality staff, regardless of the industry you work in.
We offer advice on appropriate superannuation funds with features that are attractive to both you and your employees.
Through appropriate advice in areas such as salary packaging, superannuation and life risk protection, our specialist Financial Planners can assist you in providing a tailored benefit program for your employees which will help you become an employer of choice.
Business risk & asset protection
Modoras can help you safeguard your business and its assets with a range of insurance services and products, designed to deliver peace of mind and sensible coverage options.
Key personal protection
We can help your business manage some or all of the financial loss it may suffer through the death or total and permanent disablement of a key employee through helping you develop intelligent insurance and funding plans.
Modoras can advise on effective arrangements for the orderly transfer of ownership in partnerships and companies.
Modoras’s specialised team can find those hidden tax efficiencies for your business.
Financial Planning and Credit services are offered through Modoras Pty Ltd ABN 86 068 034 908. Australian Financial Services and Credit Licence No: 233209.
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