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What you get with Life Sherpa®
Build Your Understanding
Your personal Life Sherpa is here to help maximise your membership.
Use our Financial Freedom Factor tool to discover what stands between you and your financial freedom. Use our spending tracking app to automatically collate and categorise your spending and investments. Or, take one of our unique courses, attend a workshop or webinar, browse our library of articles and videos or join our private Facebook group.
Putting Your Plan In Place
Your Sherpa will ensure your budgeting, savings, lending, insurance protection, superannuation, and investment plans are in place and working for you.
Save $’000s with our unique commission refund program - by simply implementing your insurance or mortgage with Life Sherpa or transferring your existing policy.
Getting The Right Advice
Meet online with one of our licensed Life Sherpas to address what matter`s to you.
Personally tailored advice - to optimise your budgeting, money management, lending, personal protection, superannuation, and investments.
Keeping You On Track
Have regular catch ups with your Life Sherpa to keep you focused on getting where you want to be faster.
You’ll receive periodic reviews of your insurance and mortgage to ensure they are still meeting your changing life. We’ll make sure your investment and super contributions and dividends are invested so your portfolios remain in balance. We’re also here for you when you need to claim on your insurance and will keep you informed with online access to your superannuation and investments alongside market summaries and performance updates.
Our 'un-hidden' commissions rebate policy
We believe that all payments should be fair and transparent. So, when we receive an upfront or trailing commission, we’ll pass it on to you (less our capped fee for the service we’ve provided). Essentially this means you know exactly what you’re paying us, and what you’ll get in return.
Why Life Sherpa®?
What people are saying
I never thought I needed professional advice. But getting Life Sherpa® to explore where I could make changes has transformed my life. I was in a small amount of debt, but nothing big. I like to spend money on myself, and didn't want to give that up. My Sherpa gave me advice based on the lifestyle I wanted to achieve – which wasn't the same kind of advice my previous financial advisor was giving me. But it worked. I wish I'd done it sooner.
We've always had trouble budgeting and I tried a few online tools but nothing really worked. Then I found Life Sherpa®, I started using their online budget tool which was good but I still need help... my Sherpa told be about the one on one budget coaching they offer and I decided to give it a try. Having a monthly meeting to keep us on track actually finally allows us to save money and get our debts under control. It was the thing that really helped.
Life Sherpa® is the single most useful thing I have found on the net. Their website is easy to use and the service that they offer is simply, life-changing. We have been with Life Sherpa® for over twelve months now and came to them in rather difficult circumstances. Their advice has always been well thought out with no financial products even suggested, just good solid financial advice that comes from the heart and not the wallet. They have changed our financial life for the better and we will always be grateful for that.
A very professional and structured approach to refinancing my home loan. I was kept informed at every step of the process and much of the administration process was handle for me which really helped save me time. As a bonus they also shared some of their commission too which helps the home finances nicely.