Leesa Swain

You found me; time to share about me!

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’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.”

In founding the business, I developed the LaVie Avec Wealth Method: Five Pillars to Purposeful Wealth—a clear and thoughtful framework that guides clients through each stage of their financial journey. These five pillars—accumulate, protect, sustain, transfer, and align wealth with purpose—serve as our compass, helping individuals and families create meaningful wealth to serve their lives and those they care about.

With a career in financial planning that began in 2010, my expertise encompasses a comprehensive technical knowledge base across multiple facets of financial planning. Since October 2020, I have been practicing as a Financial Adviser and in January 2024 complimented my superannuation expertise with specialist accreditation in Self-Managed Superannuation Funds - an area I feel continues to gain traction as Aussies look for more control over their retirement.

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 am excited to be a part of your journey to financial success and look forward to working through our LaVie Avec Wealth Method to help reveal your life with wealth & wealth with soul.