Our Difference

At FinancialLine, we believe we offer a genuine difference.  We have listened closely to the needs of our clients and tailored our services to meet all of those needs … and we’re passionate about providing only the best solution possible, whatever those needs may be.

Private ownership

FinancialLine is a valued service offering of the Modoras Financial Performance Group, a wholly privately-owned entity.  As a result, we are able to research the marketplace for the most appropriate solutions and products to meet your needs, without any interfering influences.  We have no affiliation with banks, insurance companies or fund managers and this means we can focus on meeting your needs …and your needs alone.

Truly holistic financial management

Our experience in financial planning has led us to see a need for truly holistic financial management. Our aim is to help you achieve financial confidence across all your financial management needs and work closely with you to ensure they continue to deliver consistent ‘above the line’ results. 

We have established our own internal expertise across a range of financial management specialities and have formed partnerships and alliances with other specialist firms to enable us to provide a complete and all-encompassing financial management service.

Personalised tailored services

We recognise that no two clients are the same and every individual and every business is unique.  Likewise, no financial solution should be the same.  We tailor all our solutions to your personal circumstances and ensure that every aspect of your financial strategy is customised to your personal and professional requirements. 

Ongoing commitment to education

At FinancialLine, we have an unwavering commitment to ongoing research and education and achieving the highest professional standards of financial intelligence.  This commitment extends to our clients and we are dedicated to ensuring each of our clients has the level of understanding and education required to make well-informed financial decisions, every step of the way.  

We publish frequent bulletins and newsletters to update our clients on topical financial information and hold regular information seminars with well-known professional speakers who share their expertise and know-how for the benefit of our clients.

We have also developed a leading IT infrastructure to enable our clients to access investment research, along with their own portfolios, 24 hours a day, 7 days a week.  At FinancialLine, we truly believe knowledge is power.