Hi, my name is Jigar Modi and I am the Principal & Senior Finance Consultant at TruAdvise Loans. I have over 10 years’ experience with property investments including 6+ years in senior finance roles at major Australian Banks.
I specialise in working with property investors and entrepreneurs. I have worked with hundreds of small business and professional clients and have been recognized with several awards during my career.
Until recently, I was business banking manager for Westpac. In this role, I was focused on managing relationships with business clients. Successes included getting numerous awards at the bank for exceeding key performance matrices and especially for delivering superior outcomes for the clients. Previous experience includes a similar business banking role at NAB.
Colleagues know me as a passionate and hard-working professional who can always be trusted to deliver on commitments. I know that the clients come first, and I take pride only when the clients tell me that I have met and exceeded their expectations. I spend a lot of time understanding my clients and their goals before suggesting any solutions.
I can (and often do) work well alone, but I’m at my best collaborating with others. I have key contacts with relationship managers and bank managers at most banks and I take care in harnessing those relationships. This is so that when I refer my clients to the bank, I have the confidence that my clients will get superior customer service as they are being looked after by senior bank staff who are within my circle of trust.
When you are making a major purchase decision such as buying a business, a car, a home or an investment property, then structuring the transaction correctly is one of the most important decisions. This is where you need to engage an independent specialist to get the right advice. I have come across too many situations where clients received a ‘low rate’ initially but it ended up costing them a lot more in money and time as the transaction was structured incorrectly.
If you are someone who values specialist advice and likes to form meaningful relationships with professionals, then you are the type of client I love working with, contact me on 0404 673 664 or email me at firstname.lastname@example.org.