Katerina is a long standing member of the Modoras team, joining the company in 1997. Trusted by clients as a financial planner with an exceptional level of care, Katerina believes that establishing trust and rapport is a significant factor in achieving outstanding results for her clients.
“It’s easy to do what a client asks. My challenge is to encourage clients to see a new level of success – one they wouldn’t have thought possible – and promote a new depth of thinking.” The ability to strike a balance between what a client wants and what a client could have is also an essential component in the success of these outcomes. Showing clients what more is possible and exciting them about new opportunities is the difference between a good financial planner and a brilliant one.
Katerina’s continued success is evident from the number of referrals and praise she receives from a growing list of loyal clients. It’s not unusual for clients to drive considerable distances from country Queensland to engage with her because they have established a relationship built on trust and a deep understanding of what’s important. “Taking the time to really listen to clients and understanding that every client’s wants and needs are unique enables me to effectively convert ‘words’ into tangible actions that lead to consistent, measurable results.”
Katerina’s personal philosophy is to maintain her values at all times, even when challenged, and to remain focused on delivering only the best possible outcomes for her clients. She is concerned by certain elements in the industry who lower their standards to achieve what are perceived as ‘quick results’ that are irresponsible and unsustainable. With Katerina, success is not defined purely by the financial outcomes but by valued processes and a financial ‘journey’ that stands the test of time
I always am able t contact Katerina whenever I need advice in between my regular appointments. The whole staff are always there for me if I need to get a message to Katerina if she is busy when I ring. Thank you
Katerina has given me advice in areas including loan products, self managed super funds and managing debt. Katerina was usually able to explain things to me in a clear way. Through Katerina's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Katerina's full care and attention when I needed it.'
Katerina has given both my late husband and myself a sense of well-being with our financial matters, recommending a loan product, investment portfolios, an estate planning company to make our Wills, and a Tax Agent. Katerina handled the estate monetry needs for my late mother in law for us and recently the urgent needs for my daughter who has a husband with Early Onset Dementia. Through Katarinas expert knowledge and experience, I know that the advice given has been the best for my/our needs. Thank you Katarina!
I have been a long standing client of Modoras starting with Peter many years ago. I have always been very happy with the service I have received from each and every consultant, but I feel as if Katarina is like a friend whom I trust implicitly. This is very important to me as I rely on her to keep a good eye on my finances and to keep me up to date with what is happening as I am not much of an expert when it comes to the stock market.
Katerina has given my husband and I financial advice for more than 10 years. She advised us on our share portfolio in the beginning, guided us throw the GFC and happy to say we came out the other side in tact. As we moved into retirement Katerina advised us on setting up our SMSF and continues to help us negotiate the super fund mindfield. If we need additional advice she is always ready to help... offer advice to enable us to make the necessary decisions.
- Adviser status Bronze
- Number of reviews 9
- First year providing advice 2003
- Years of experience 20
- Bachelor of Visual Arts (Interior Design)
ModorasLevel 3, 50-56 Sanders St
Upper Mount Gravatt, QLD 4122