Rachel Lafazanis

As a financial adviser, I don’t just offer advice—I come on a journey with you. Your financial goals, circumstances, and aspirations are uniquely yours, and my role is to tailor strategies that reflect that individuality. Whether you're planning for retirement, seeking growth, or aiming to minimize taxation, I build financial models that help you understand the impact of each potential strategy, empowering you to make informed decisions with confidence.

You know what you want—and I know how to help you get there while avoiding the trips and traps that could erode your wealth or hinder your ability to access the benefits you deserve. My advice is grounded in experience and designed to protect and grow your financial wellbeing.

Trust isn’t assumed—it’s earned. I believe in transparency, collaboration, and clarity. By working closely with you and basing my recommendations on the information you provide, we uncover what truly works for you. Whether you’re looking for one-off advice or ongoing support, I adapt to your needs and build portfolios that align with your life and goals.

Let’s explore what’s possible—together.