Summary

As a qualified Financial Adviser, Self-Managed Superannuation Fund Specialist, and founder of LaVie Avec Wealth Advice, I am dedicated to delivering trusted, strategic, and holistic financial advice to clients seeking to build lives of meaning through financial clarity. I feel immense gratitude for the opportunity to assist others with their financial planning needs and very fortunate that I found what I love doing very early on. It is this passion that drives me to partner with clients to navigate complexity with clarity, confidence, and integrity. I’ve had the privilege of supporting retirees through life-changing financial transitions and today am equally energized by partnering with those looking to accumulate their wealth and build towards freedom, stability, and legacy. Increasingly, I find purpose in bridging generations—facilitating meaningful, values-based conversations around wealth transfer that honour both where you’ve come from and where you intend to go. I am excited to be a part of your journey to financial success and look forward to sharing our LaVie Avec Wealth Methods to help reveal your life with wealth & wealth with soul.