Lavika Patel

Lavika’s extensive background in client-facing roles has enhanced her passion for both problem-solving and exceptional customer service. Her interest in personal wealth management inspired her to pursue a career in the financial planning industry where she can assist individuals to achieve their financial goals and objectives.

Lavika’s passion has now become a professional calling, and she is eager to use her expertise to make a positive impact on the financial well-being of others.

Testimonials

“I cannot speak more highly of the wonderful Lavika Patel at KDM. I met Lavika after an incredibly negative experience with another financial planner and she immediately put me at ease and gave me confidence. She listened and clearly demonstrated her professionalism and expertise. She has remained committed, patient and incredibly responsive. Most importantly, her advice has been fantastic, her knowledge and experience incredibly impressive and I have no doubt she has my financial interest front and centre. I feel very safe in her and KDM’s hands for my financial future.” – Liz McNevin

“Lavika at KDM is fantastic! She is so friendly, easy to talk to and yet highly professional. She is genuinely interested in my life situation and helping me achieve my financial goals. She has given me great advice, resulting in a big bump to my super and a huge tax refund this year! I highly recommend Lavika – she’s the best!” – Anne-Marie Hurtgen