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Wealth Strategies

Wealth Strategies - How to the Turn Crisis into an Opportunity

Recorded: 9 June 2020

As the world experiences the impact of this global pandemic, we have seen unparalleled levels of uncertainty, extreme market volatility and widespread business disruption.

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.

Our experts share insights into 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.

 

Get COVID-19 market insights, information on the Federal Government Stimulus Package, value-packed webinars and more.

As uncertainty in the economic climate continues to impact the social, business and financial landscape, we are constantly updating and creating new tools and information for you.

To review the latest materials on COVID-19, please click here. This page is regularly updated, so please check back in from time to time.

01 - Introduction - Meet the Speakers

Duration: 4:54

02 - The Current Market Position. What are experts saying?

Duration: 9:07

03 - What can we learn from the insights of the experts?

Duration: 11:28

04 - Wealth Strategies for Accumulators and Retirees

Duration: 16:03

05 - Wealth Strategies - What to consider during this time

Duration: 1:14

Wealth Strategies 3 - Top Tips from Experts

Duration: 2:01

Q&A - Is now a better time to invest?

Duration: 6:43

Q&A - Drawing from Superannuation

Duration: 1:18

Q&A - Is now a good time to invest in real estate?

Duration: 5:39

Q&A - Working from Home Tax Claims

Duration: 1:46

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Tony Sarai

Head of Investment Committee / Executive Planner

Tony is a successful financial strategist with in excess of 25 years of industry experience, crafting wealth strategies and investment portfolios for valued clients. His depth of experience and passion for creating lifestyles beyond expectation, makes

Tony well positioned to introduce this institutional capability to the Modoras Group. Tony leads the Modoras Investment Committee, bringing expert insight, highly experienced, leading investment specialists to the network, uniquely positioning the committees combined experience and knowledge of investment mastery.

Tony’s experience, combined with an ability to meticulously research market options, ensures only the most appropriate spectrum of solutions are provided to the Modoras client family. He can discuss investment philosophies ‘hand on heart’ knowing they are made with the utmost care and responsibility. As a highly qualified member of the team, Tony is a Certified Financial Planner and member of the Financial Planning Association.

He is also a graduate of the Australian Institute of Company Directors and has completed a Bachelor of International Business, a Bachelor of Commerce (Banking and Finance), is an associate member of the Self-Managed Super Fund Association and has completed the Executive Program of Leadership at Stanford University (USA).

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Katerina Sousalis

Executive Planner

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.

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Ian Fox

Director / Executive Planner - Modoras Melbourne

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.

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David Armstrong

Director - Modoras Accounting Sydney

David is the Director of Modoras Accounting Sydney and is proud of his almost 40 years of experience working alongside individual and business clients alike. His expertise extends far beyond accounting to areas such as business growth, auditing, tax planning, governance, directorships, company secretarial services and wealth management across a broad spectrum of industries and individuals.

David’s personal philosophy is to apply all his knowledge and many years of broad experience to every client, taking them to financial possibilities beyond their expectation. Dedicated to making THE difference to each life, his approach is to look at every facet of a client’s current situation in order to provide an optimum long-term financial solution. He ensures that every client is educated about how strategies are selected and more importantly, why they are recommended. He derives inspiration from seeing his clients experience the peace of mind that comes with advice from an experienced financial professional.

David has been awarded the prestigious “Meritorious Service Award” by CAANZ for his services to the profession. When not helping businesses thrive and people achieve their financial goals, David can be found with his family, travelling or sailing on Sydney Harbour or offshore.

Paul Gaffney

Paul Gaffney

Head of Wealth

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.