Ian Fox

Modoras Wealth Management (VIC) Pty Ltd

Gold
14 Yrs Experience
Altona North, VIC 3018

Ian is a Director and Executive Planner at Modoras, drawing on a wealth of experience in over two decades as a practicing accountant and financial planner. 

Ian has a holistic, “no nonsense” approach to advising clients. He is motivated by having the opportunity to influence people’s lives every day. Delivering comprehensive strategies and support for their future. He takes a wider perspective of client’s circumstances and financial goals, rather than responding and transacting on each request. This often results in challenging clients to work in their own best interests, beyond the immediate

problem they’re looking to solve.

As a believer in sharing his financial intelligence, Ian educates and focuses clients on strategies to achieve their goals whilst protecting what is important to them. This ensures clarity and purpose of the personalised investment and protection strategies recommended.

Ian believes in imparting his extensive knowledge to every client in order for them to recognise financial opportunities for ongoing success. He derives inspiration from the many clients he works with and enjoys celebrating their successes at incremental stages of their financial path, continually adding together for an inspired financial future.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Business
  • Language spoken
    • English

Modoras Wealth Management (VIC) Pty Ltd

39 Cabot Dr
Altona North, VIC 3018

Licensed by

Modoras

AFSL 233209