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.
Ian has guided us in securing a well managed retirement fund. He devotes time to answer our questions and explains ongoing strategies for our financial future at every review. We have every confidence in Ian and the management of our affairs. He is enabled to live the lifestyle we dreamt about.
we couldn't be happier and more confident with the help and support we constantly receive from Ian and the team at modoras It's comforting knowing that while we live a busy life with a young family that we have someone watching out for your long and short term goals. We highly recommend modoras to anyone. Huge thank you again Dave and Mel Azzopardi
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2008
- Years of experience 15
- Master of Business
Modoras Wealth Management (VIC) Pty Ltd39 Cabot Dr
Altona North, VIC 3018