MANAGING PRINCIPAL
Jahnvi Modi
CA (CAANZ), CA (ICAI), M.Com, B.Com
With over 24 years’ experience as a Chartered Accountant in public practice, including over 15 years of senior roles at Australian firms; Jahnvi’s professional background has included working with medium and large businesses, business owners and high net-worth individuals.
Jahnvi’s role at Whitson Medcraft & Associates is to provide certainty and peace of mind to her clients in relation to their business, superannuation, retirement and estate matters; with a focus on inter-generational wealth transfer, business succession and asset protection. Jahnvi works closely with her clients’ network of advisors including property advisors/lawyers, mortgage consultants, insurance consultants, estate lawyers and financial planners to ensure that the current business strategy, succession plan and estate plan aligns with her client’s personal and financial objectives.
Jahnvi has presented to CPA discussion groups on various topics in relation to estate planning and superannuation death benefit strategies. Jahnvi believes in collaboration and providing clarity to her clients and runs client discovery sessions on various technical and non technical topics.
Jahnvi has a passion for yoga, travelling, hiking and folk dancing. On the weekend Jahnvi either will be found using the skills gained in her diploma of Yoga and Meditation and spending time with her young family.