Wealth Management Services
Crispin & Jeffery aim to be more than just an accounting firm. C&J Financial Services is the financial planning and wealth management division of the firm, supporting our clients to achieve their personal and business goals by offering a fully integrated advisory service to build your wealth & protect your assets.
Our objective is to provide you with greater control over your assets whilst allowing for more measured outcomes in times of dispute or financial distress. A well-structured asset management program gives you peace of mind knowing you have control, leverage and a seat at the table should anything go wrong in the future.
By streamlining the overall advisory process, we eliminate duplication and excess cost, often created by having separate providers for Accounting and Financial Services.
Our knowledge and understanding of your situation allows us to help you achieve financial flexibility and security through:
- Superannuation
- Investment Advice
- Retirement Planning
- Estate Planning
- Personal Protection & Insurance
- Budgeting, Personal Finance & Lending
Crispin & Jeffery boast a multifaceted team of professionals dedicated to meeting your financial aspirations and requirements. We have formed a strategic alliance with a seasoned and premier specialist in Wealth Management, Modoras Wealth Management SYD Pty Ltd, Australian Financial Services and Credit License No. 233209.
Our decision to collaborate with Modoras stems from several key factors:
- Integration of Services: Modoras’ wealth management solutions seamlessly complement our existing tax and accounting services, providing a holistic approach to your financial wellbeing.
- Expertise and Reach: Modoras brings to the partnership a wealth of experience with a team that operates on a national scale, ensuring expert advice is available regardless of your location.
- Investment Philosophy: Modoras’ investment strategy is designed to offer flexibility and enhanced control, aligning with our commitment to achieving success through direct investing and personalized financial planning.
This partnership underscores our dedication to offering comprehensive, client-centric financial services designed to furnish you with choice, confidence, and security in your financial journey. With Modoras Wealth Management Sydney, we are set to deliver exceptional, informed, and innovative financial solutions that aim not only for financial success but for the peace of mind and lifestyle you aspire to.
Financial Planning and credit services are offered by Modoras Wealth Management (SYD) Pty Ltd ABN 82 622 475 478. A Corporate Authorised Representative (No. 1261043) of Modoras Pty Ltd (The Licencee) ABN 86 068 034 908 Australian Financial Service Licence No. 233209 located at Level 3, 50-56 Sanders St, Upper Mt Gravatt Q 4122.