Wealth Management

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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Our Services

Wealth management services

Our expertise and extensive capabilities will help you, or your business, build your financial profile and confidence.

Personal wealth services

Wealth accumulation

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.

Superannuation

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.

Retirement planning

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.

Estate planning

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.

Tax planning

Our Planning team can help you meet your financial goals sooner through legitimate and effective tax planning strategies.

Business services

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.

Salary packaging

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.

Corporate superannuation

We offer advice on appropriate superannuation funds with features that are attractive to both you and your employees.

Employee benefits

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.

Business succession

Modoras can advise on effective arrangements for the orderly transfer of ownership in partnerships and companies.

Tax efficiency

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.


Get more from Modoras today!

Our professional advisors are ready to answer your questions anytime. Call us toll-free, Australia-wide on 1300 888 803 or:

Book an appointment! Email: info@modoras.com