Modoras Celebrates 40 Years of Transforming Financial Futures

25 November 2024 – Today marks an extraordinary milestone for Modoras, as the firm celebrates 40 years of delivering professional services to Australians. Established in 1984, Modoras has grown from a single location to a multi-disciplinary powerhouse, helping thousands of clients experience their lifestyle potential.

Reflecting on this journey, Peter Sarai, Modoras Chairman, said:
“When Modoras began, the financial landscape was vastly different. Over the decades, we’ve adapted to economic challenges, technological advancements, many a financial crisis and evolving client needs – all while staying true to our purpose: to make a lasting difference in every life,so that they experience their lifestyle potential.”

This enduring purpose has driven Modoras to innovate and diversify its offerings. The firm’s expansion from wealth management into accounting, business advisory, and specialist financial services has allowed it to deliver a 360-degree approach to a client’s financial possibilities. Modoras not only supports individual clients but has also enabled businesses and families to build legacies that span generations. 

“It’s not just about numbers; it’s about lives, making their dreams a reality,” added Sarai. “Our clients don’t just want financial stability – they want possibilities. Whether it’s funding a child’s education, ensuring a comfortable retirement, or scaling a business, we help them envision and achieve what’s possible.”

A Legacy of Excellence and Leadership

At Modoras, our unwavering commitment to client-centric solutions has positioned us as leaders in Australia’s financial servicesindustry. Through tailored, holistic financial strategies and a steadfast focus on delivering exceptional value, we consistentlyaim toexceed client expectations. Our dedication to precision, personalisation, and excellence underscores our position among Barron’s Top 150 Advisers — placing us in the top 1% of advisers in Australiaas published in the Australian Newspaper recently.

“It’s not just about numbers; it’s about lives, making their dreams a reality,” added Sarai. “Our clients don’t just want financial stability – they want possibilities.”

The Next Chapter: Uncovering What More Is Possible

As Modoras celebrates this incredible milestone, it also recognises the unique challenges and opportunities facing Australians today. With an unprecedented level of intergenerational wealth transfer underway (Australia’s over-60s are expected to transfer $3.5 trillion to younger generations in the next 20 years.*), Modoras is committed to guiding families through this critical phase. Whether helping to preserve family legacies, fostering collaborative decision-making, or ensuring a smooth transition of wealth andbusinessesto the next generation, Modoras continues to support Australians in building secure, enduring financial futures during this pivotal moment in history. 

“The next 40 years will be defined by how well we adapt to a changing world,” said Jita Sarai, CEO of Modoras. “We are committed to staying ahead of the curve and evolving alongside our clients’ life journey and aspirations.” 

A Celebration of People and Progress

The 40th anniversary is not just a celebration of Modoras’ achievements but a testament to the trust and loyalty of its clients and the dedication of its team. From long-standing partnerships with families to innovative solutions for businesses, Modoras’ impact has been as diverse as its clientele.

“We owe this milestone to the incredible individuals who have been part of our journey – our clients, our team, and our partners. Together, we’ve built something truly extraordinary,” said Directors of Executive Planners, Tony Sarai.

Join the Celebration

To commemorate this milestone, Modoras will host a series of events and initiatives throughout the year, including client appreciation events, community outreach programs, and a refreshed brand vision to mark the beginning of the next chapter.

For more information about Modoras or to learn how the firm can help you experience your lifestyle potential, visit www.modoras.com.

About Modoras
Modoras is a leading financial planning, accounting, business advisory corporate finance, audit and assurance firm dedicated to helping clients achieve their lifestyle potential. With over 40 years of expertise, the firm provides personalised solutions to individuals, families, and businesses, combining innovative strategies with a deeply client-centric approach.

Media Contact:
Emily Hein
Head of Group Development
(07) 3219 2555
emily.hein@modoras.com

_{*High-stakes inheritance as Australian baby boomers transfer $3.5 trillion in wealth}