Complete Financial Care

Transcription

1 CONFIDENCE SECURITY Complete Financial Care for every facet of your financial life RETIREMENT GROWTH LEGACY

2 Over 3 decades of experience. A wealth of financial intelligence. Integrated service solutions. Award winning client care. One guiding vision. Finance and Lending Self-Managed Super Funds Investment Advice Retirement Planning Tax Planning Business Structure & To make the difference Exto each life we touch Executive Planners. Accountants. Business Advisors ecutive Planners. Accountants. Business Advisors Asset Protection Personal and Succession Planning Cashflow and Debt Management Business Accounting and Consulting Services Intergenerational Estate Planning

3 FINANCIAL PERFORMANCE SOLUTIONS Imagine the unimaginable. Create not compete. Explore what more is possible. Achieving more is possible...when you know how. We start where most people finish. For over thirty years, Modoras has helped individuals and businesses turn financial possibilities into realities: sharing financial intelligence, delivering actionable insights, building tailored solutions, and taking care of all the practical details in between. No matter your financial circumstances, we aim to function as each client s personal CFO, intelligently connecting all the pieces of our clients financial lives to reveal pictures that entirely exceed expectations. So invite us along on your financial journey. You ll be amazed at how far our expert guidance can take you.

4 Wealth Management Achieving more is possible...when you re in it for the long haul. The difference between knowing about and knowing how? Experience. It s not money that separates the financially successful from the financially stressed it s the ability to think strategically and act decisively. That s why we place such a high value on educating our clients. Whether you are just starting your financial journey, looking to strengthen an established wealth base, and anywhere in between, we will give you the tools that will allow you to change your tomorrow, today. Executive Planners work in close consultation with our Accountants, Business Advisors and Legal Specialists, so you can rest assured that all the moving parts of your financial life will be working together in one streamlined financial strategy that leaves no stone unturned to find out what more is possible for you. Join us for a coffee and we will show you what more is possible. Investment Advice Retirement Planning Superannuation including SMSF Insurance including life and income protection Asset Protection Intergenerational Estate Planning Finance and Lending Tax Planning Business Advisory Achieving more is possible...when you have insight on your side. We ve been there. Let us show you how we did it. As any entrepreneur will tell you, the business of running a business is a fulltime job. Modoras Business Advisory can relieve many common pressure points for small and large businesses alike to help you grow, manage and protect what s important to you. What s more, we have deep knowledge and firsthand experience, planning and executing a range of complex business innovations. With our Accountants, Wealth Managers and Legal Specialists working together, there is no limit to what your business can achieve. Book an initial discovery session with Modoras. No matter how far you want to go, we can help. Business Performance Analysis Business Financial Health Check Growth Planning & Projections Profit Improvement Cashflow Management Business Valuations Asset Protection Risk Management Succession Planning Industry Analysis Capital Acquisitions Corporate Structuring Mergers & Acquisitions

5 Accounting Achieving more is possible...when you know the terrain. It s not how much you earn that s important; it s how much you keep. At Modoras, we view preparing Tax Returns as the end product of a much longer, in-depth process that can include Tax Planning, Business Advisory and Consulting because how much tax you pay is something that s decided with every decision you make, 365 days of the year. When you engage our Accountants, you get much more than an optimised, accurate, timely tax return: you get a comprehensive analysis of you, your family, or your business s finances. And with Wealth Managers and Business Advisors in our team, we can help you convert that analysis into strategic growth. Go beyond tax and map your plan for tomorrow, today. Tax Planning Auditing Services Financial Statements Corporate Structuring Asset Protection Self-managed Super Funds Individual Tax Returns Business Tax Returns Business Activity Statements (BAS) Business Advisory Self-Managed Super Funds (SMSF) Achieving more is possible...when you have a bird s eye view. You don t need to know everything about SMSF s to have one, because we do. Self-Managed Super Funds offer unmatched flexibility in investment choices, asset protection and tax strategies. Just because they are DIY, however, doesn t mean they re easy. Along with the key advantages of control and wealth growth for generations, comes the added responsibility of fund administration and the potentially negative ramifications if you misunderstand the rules. At Modoras, we recognise that to be successful you need a sound investment strategy that includes an astute evaluation of your wealth potential and the right asset allocation to match. Our Accountants, Wealth Managers and Legal Specialists will work together to keep your fund complying and performing and assure you are taking full advantage of all SMSFs have to offer. Call our SMSF specialists today and experience the difference between having control and being in control. Trustee Structuring SMSF Compliance Auditing Services Risk & Asset Protection Investment Planning Estate Planning Retirement Planning Tax Planning

6 RECOGNITION Winner, Best Client Servicing Company Independent Financial Adviser (IFA) Excellence Awards 2015 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 IFA Excellence Awards 2014 Finalist, Best Client Servicing Company IFA Excellence Awards 2014 Multiple placings in the Queensland Business Review Q400 (top 400 companies) Winner, Outstanding Business of the Year Queensland Multicultural Awards Top 10 Finalist, Lord Mayor s Multicultural Entrepreneur Awards Brisbane Gold Coast Melbourne Sydney Wealth management and credit services are offered through Modoras Pty Ltd ABN Australian Financial Services and Credit Licence No: Accounting and consulting services are offered through Modoras Accounting (UMG) Pty Ltd ABN and Modoras Accounting (Gold Coast) Pty Ltd ABN