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Why Modoras2018-08-24T16:40:56+00:00

Why Modoras

Because we are dedicated to making THE difference to your life so that you, experience your lifestyle potential.

Case Studies

At Modoras, we are dedicated to making THE difference to each life so that people globally, experience their lifestyle potential. And here are just a few stories about how we have done just that.

View All Case Studies

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 Cairns
“I will remain with them as they have been great to me for many many years.”
Sharn Siwek
“I’ve been a customer for several decades(scary how time flies). The service has always been impeccable, consistent, friendly.”
Colleen Egan
“Very happy with the ease of experience. And extremely happy with my return…much more than I anticipated.”
Angela Klaniscek
“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 Wilson
“Our business with Modoras is always very professional and friendly making it a pleasure to attend.”
Peter & Merle Roberts
“I have recommended Modoras to friends and family. My sister in law is now a client.”
Glenn Brumby
“Professional service with the personal care factor.”
Kathy Harris
“We are very happy with the service that Modoras have provided and find all staff very friendly and helpful.”
Tom McMurray
“Super friendly staff . Would recommend and have recommended.”
Danielle Damsma
“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 Martin
“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 Hoole

Recognition

Modoras is recognized as industry leaders by peers and clients alike, we are proud to be acknowledged for our level of client care. Creating lifestyle experiences beyond expectation.

“Modoras’ passion for delivering exceptional client care is underpinned by our commitment to make THE difference to each life so that people globally, experience their lifestyle potential.”

At Modoras, client care means breaking through the status quo, delivering beyond expectation and leaving no stone unturned in our quest to have clients experience their financial potential.

From “Independent Financial Adviser, Best Client Servicing Company” to “Australian Small Business Champion in Business Service”, our industry accolades are a testament to Modoras’ dedication to deliver above the line client care. In addition to a reflection of our commitment to consistent innovation by imagining the unimaginable, creating not competing and exploring what more is possible for both our valued clients and our business.

Awards

Women In Finance Awards 2018 - Katerina Sousalis
Financial Planner/Adviser of the Year Finalist, Katerina Sousalis
Women in Finance Awards 2018

Holistic Advice Firm of the Year 2018 - Peter Sarai
Holistic Advice Firm of the Year Finalist, Peter Sarai
Independent Financial Adviser (ifa) Excellence Awards 2018

Holistic Adviser of the Year 2018 - Tony Sarai
Holistic Adviser of the Year Finalist, Tony Sarai
Independent Financial Adviser (ifa) Excellence Awards 2018

Best Client Servicing Individual 2018 - Katerina Sousalis
Best Client Servicing – Individual Finalist, Katerina Sousalis
Independent Financial Adviser (ifa) Excellence Awards 2018

SMSF Adviser of the Year 2018 - Ian Fox
SMSF Adviser of the Year Finalist, Ian Fox
Independent Financial Adviser (ifa) Excellence Awards 2018


Finalist, Small Business Champion in Business Services
Australian Small Business Champion Awards 2017

Modoras - Finalist Customer Service Experience of the Year
Finalist Customer Service Experience of the Year
Optus My Business Awards


Finalist, Ethnic Business Awards
Ethnic Business Awards 2016


Finalist, Best Client Servicing Company
Independent Financial Adviser (IFA) Excellence Awards 2016


Finalist, Best Client Servicing Individual: Katerina Sousalis
Independent Financial Adviser (IFA) Excellence Awards 2016


Finalist, Innovator of Individual: Peter Sarai
Independent Financial Adviser (IFA) Excellence Awards 2016


Finalist, Multi-Service Practitioner Individual: Tony Sarai
Independent Financial Adviser (IFA) Excellence Awards 2016


Finalist, Small Business Champion in Professional Services
Australian Small Business Champion Awards 2016


Winner, Best Client Servicing Company
Independent Financial Adviser (IFA) Excellence Awards 2015

Winner, Small Business Champion in Business Services
Winner, Small Business Champion in Business Services
Australian Small Business Champion Awards 2014


Finalist, Entrepreneur of the Year
Australian Small Business Champion Awards 2014

Finalist, Boutique Firm of the Year
Finalist, Boutique Firm of the Year
Independent Financial Adviser (IFA) Excellence Awards 2014

Finalist, Best Client Servicing Company
Finalist, Best Client Servicing Company
Independent Financial Adviser (IFA) Excellence Awards 2014

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.