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Services

Your wealth is more than money.
Let’s nurture it from every angle.

Wealth Management

Families, business owners, self-employed, career professionals, retirees – whatever your circumstance, we see you. Our job is to make the difference to your life, so that you experience your lifestyle potential. Through wise advice and sound decisions, we work as your personal CFO, simplifying complexities and remaining by your side, every step of the way.

We create the lifestyle possibilities.
You take care of the lifestyle choices.

Lifestyle

Imagine the lifestyle possibilities that come with financial freedom. And what peace of mind feels like, when your lifestyle potential is empowered. 

Security

With the perfect spectrum of protection solutions at the very core of your financial strategy, your Modoras Professional will protect and manage what’s important to you.

Choice

Arming you with the financial intelligence to make well informed financial decisions, every step of the way; you’re in charge of the journey just as much as the destination.

Streamline your wealth journey
with integrated, coordinated care

Investment Advice

We see investment advice as a true understanding of your financial possibilities. Success is defined not only by short-term returns, but by tailoring a financial journey that stands the test of time. After all, with planning, your lifestyle is just the beginning.

Retirement Planning

We see retirement planning as defining how much is enough through to effectively structuring assets to produce a sustainable income in retirement, Modoras creates enduring peace of mind in preparation and in retirement for member of our financial family.

Asset Protection and Structures

We see asset protection as foundational to your financial security. We work carefully to structure ownership in your best interest to reduce risks to your personal wealth and limit litigation liability.

Budgeting, cash flow and debt management

We see your budget as critical to improving your cash position – done properly, it will enable you to do more. From protection and investing to gearing and more.

Personal Protection and Insurance

We see insurance as prudent protection for yourself and your family in the event of illness or injury. We’ll work across life insurance, income protection and disability insurance to protect every interest.

Finance and Lending

We see finance and lending as opportunities for smart, strategic lending decisions. Starting with a deep understanding of your needs, we will access an array of lenders to help ensure favorable terms that are tailored to your immediate and long-term goals.

Superannuation

We see your superannuation as a tax effective investment vehicle for retirement planning. We’ll work to maximise the benefits and options in your superannuation – including retail, industry, wrap and SMSF. Which one is right for you?

Tax Planning

We see tax planning as the strategic key to your success and the lifestyle you deserve. Every tax position strategically planned, every choice beneficial, every decision compliments your ultimate goal.

Estate Planning

We see estate planning as your greatest legacy. Wills, powers of attorney and binding death nominations are a few of the options available to manage the distribution of assets and income to generations to come.

Accounting Services | Wealth Management

Go beyond calculations with our comprehensive accounting services, including strategic tax planning, auditing, tax returns and more.

Business Services | Wealth Management

Take your business beyond the numbers to understand where to find true value. Profit improvement, business growth, asset protection, succession planning and more.

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You’ll be amazed just how far our expert advice can take you – from every angle.