How do you turn crisis into an opportunity?
While the crisis has posed many challenges, it has also opened the door for opportunities for those who are armed to make well-informed financial decisions during times of uncertainty.
Modoras experts share insights into why to remain focused on the long-term objectives, as often short-term uncertainty provides good opportunities for future wealth growth.
Webinar On-Demand
In this 60-min webinar, Modoras experts share their expert insight into the proven tips and tricks to join the 8% including:
- Wealth strategies for wealth accumulators and retirees;
- What needs to be considered during times like these; and
- Commonly asked questions of Planners and Accountants regarding wealth strategies during times of uncertainty.
- So much more.
Register below to watch the webinar now.
Speakers
Alf Couceiro
Alf is a Director and Executive Accountant, bringing in excess of 20 years of experience and expertise across a broad spectrum of industries.
With a refreshingly direct, no-nonsense approach, Alf specialises in challenging businesses to take an honest assessment of their operations, and evaluate how their structure and strategy is working towards or against the achievement of profitability and sustainable growth.
Alf does not take a “set and forget” approach, rather holding a clients hand through the process to monitor and analyse the effectiveness of each of his recommendations. In this way, year-on-year business process improvement and growth becomes a permanent component of a successful business strategy and corporate culture.
Ian Fox
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.
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.
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.
Paul Gaffney
Having worked with Modoras for many years, Paul has had continued success in attracting and retaining new clients and is an outstanding addition to the Modoras business.
Having worked his way through university, Paul believes he has gained most of his insight from being exposed to great people.
Having worked locally and globally with many of the largest financial and banking institutions in the market, Paul has successfully led international, national and local teams.
With a belief that the experience of owning, running and growing a small financial planning and accounting business, it is client care that offers the most value to clients.