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What is Life Sherpa®

To put it simply, we’re your one stop online shop for financial advice and support. We believe that ‘money smarts’ can help everyone get ahead – no matter who you are, or where you want to go. So, we’ve created Life Sherpa® - a better way for all Australians to get the benefits of smarter financial advice and resources, in a way that’s easy, convenient and affordable.

Who’s it for?

Our solutions can help pretty much anyone – but we’re especially focused on working Australians who are contemplating their life journey, and the role that money will play. Whether you’re flying solo, coupled up, or doing the family juggling act, we can help you scale your financial challenges – and reach your goals sooner.

How we help

Through our online platform, you can access:

  • Phone or online consultations with a qualified financial adviser
  • Online courses on money management (and more)
  • Handy financial resources and tools
  • Access to the right home loans, superannuation funds, insurance policies and more

How confident are you that
you're getting the most from your money?

Find out your money's health with our Financial Wellness quiz.

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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.

Want to talk to a real person?

Drop us a line and one of our Life Sherpas will be in touch.

Contact

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®?

Advice, not sales

Advice, not sales

All of our Life Sherpas are licenced by ASIC to provide the advice you need.
They’re all salaried employees and don’t earn commission or bonuses related to our revenue and they don’t have sales targets. So you can be confident our advice is solely in your interests.

What you see is what you get

What you see is what you get

Our low fee model is as transparent as it gets – we’ll always make it clear how much you’re paying, and what you can expect in return. It’s a far cry from the old days of obscure jargon, hidden fees, and long-tail commissions!

Cash back for members

Cash back for members

Life Sherpa® PRO members are eligible for our ‘un-hidden’ commission rebates – receive any commissions that would usually go to the broke or adviser (less our low capped fee). Because we believe fees should be fair and simple.

Wherever, whenever

Wherever, whenever

Life Sherpa® is designed to deliver affordable advice to all Australians wherever they live or work and whatever they earn own or owe. There’s lots of tools and resources on our web site and your Life Sherpa is ready when you are online or on the phone.

Risk Free

Risk Free

You can get started for free, and enjoy 30 days full access to Life Sherpa® PRO cancel anytime. After that we’ll bill you for your chosen plan.
We’ll never renew your membership without checking with you first. You are always in control.

Privately owned

Privately owned

Life Sherpa® isn’t owned or licenced by any bank, insurance company or super provider. This means we’re free to provide honest advice that’s wholly in your best interest - with no hidden commissions or secret agendas!

Have a question?

We’ve answered some of the questions
you might have in our FAQs.

Check out our FAQs

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.

Amy M, Age 31, Melbourne, VIC

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.

Deb P, Age 29, Gymea, NSW

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.

John C, Age 50, Meadowbank NSW

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.

David W, Age 54, Lindfield NSW

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