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Wealth creation Personal insurance, income protection and replacement Estate planning Debt reduction strategies Superannuation Self-managed superannuation funds (SMSF)

Wealth Creation

A well-planned wealth creation strategy will help you achieve your and your family’s financial goals.

Whether you’re just starting out, at the height of your career or thinking about retirement, Modoras Wealth Management Sydney can provide advice on appropriate investment strategy for you.

We can help in many areas, including:

  • Devising an investment portfolio strategy that suits your growth and risk requirements;
  • Investing in shares, bonds, managed funds and other financial instruments;
  • Setting-up your child’s education fund.

Personal insurance, income
protection and replacement

Dealing with an illness, injury or death can put a huge strain on you and your loved ones. Ensuring you are adequately protected helps to ease any financial burdens.

Modoras Wealth Management Sydney will prepare a personal wants and needs analysis to give you the most appropriate personal insurance advice. In the event of a claim, we can help ensure you receive the coverage you’re entitled to.

Tax Effective Estate planning

A well-designed estate plan will ensure your assets are appropriately distributed after your death.

Modoras Wealth Management Sydney can design a plan based on your wishes and overall financial situation, which may cover any or all of the following:

  • Preparation and management of your will;
  • Superannuation death benefits;
  • Testamentary trusts;
  • Granting power of attorney;
  • Medical and lifestyle factors.
  • Blended families;
  • Multi-generational concerns.

Debt reduction strategies

Modoras Wealth Management Sydney can provide debt advice to help you minimise your debt costs and become debt free.

We can help with:

  • Budgeting and cash flow strategies;
  • Debt reduction planning;
  • Debt structuring.

Superannuation

Your superannuation fund can provide for a comfortable retirement free from financial stress.

Establishing and managing an effective superannuation strategy early in life provides the most opportunity to grow your fund, but no matter what your age it’s never too late too start.

Modoras Wealth Management Sydney can advise an appropriate plan for your income level and life stage.

We can help with:

  • Personal superannuation;
  • Planning your retirement income stream;
  • Self managed superannuation funds (SMSF).

Self-managed superannuation funds (SMSF)

Modoras Wealth Management Sydney can help advise if a self-managed superannuation fund is right for you, as well as provide advise on the best investment strategies for your fund.

We have over 35 years experience providing SMSF advice. In addition, Modoras Wealth Management Sydney Principal, David Armstrong, is one of an elite group of CA SMSF Specialists.

Learn about our advisory, assurance and taxation services.

Disclaimer:
Financial Planning services are offered by Modoras Wealth Management (SYD) Pty Ltd ABN 82 622 475 478. A Corporate Authorised Representative (No. 1261043) of Modoras Pty Ltd (The Licencee) ABN 86 068 034 908 Australian Financial Service Licence No. 233209 located at Level 3, 50-56 Sanders St, Upper Mt Gravatt Q 4122.