“Nothing brings me more joy than knowing that I am making a difference in people’s lives through financial planning. It’s not just about the numbers for me – it’s about building relationships, understanding people’s needs and being there for them every step of the way. At the end of the day, seeing clients achieve their financial dreams is what makes all the hard work worth it.”
Jake Holmes is a passionate and dedicated financial professional who is committed to helping Modoras clients achieve their financial goals. He joined Modoras in February of 2021, bringing with him a unique perspective and diverse range of experiences.
Jake’s professional journey began in hospitality as a bartender and bar supervisor throughout university and an overseas working holiday in Canada. After discovering his innate ability to understand people and their unique situations, Jake found that he was able to apply his skills and experience to the world of financial planning.
At Modoras, Jake is driven by his passion for finding the best-tailored approach for clients’ specific needs and goals. He is dedicated to providing personalized, one-on-one service that truly makes a difference in the clients’ lives. Jake’s driving force is knowing that he and the team at Modoras are able to give people financial security for their future, taking away some of the stresses of life.
Jake’s educational background includes a Bachelor of Commerce with an Applied Finance Major and a Graduate Diploma in Business, Financial Planning. He is committed to ongoing learning and professional development.
Outside of work, Jake enjoys an active lifestyle, with hobbies such as surfing, snowboarding and skydiving. He believes that taking care of your physical and mental well-being is an important part of achieving financial success.
Jake’s passion for caring for clients and helping them achieve financial security is evident in everything he does. He is a true professional, and his commitment to excellence sets him apart in the financial planning industry.