Learn How To Save
With Smart Budgeting
Wouldn't it be great to learn how to save money and create the freedom to plan for your future?
With Life Sherpa's financial advice and tailored solutions, we help you gain absolute control of your finances so you can lead the life you want to live, in your own time.
Diagnostic Tools
Start your Life Sherpa journey by taking our free quizzes, so we can help you understand your money personality, behaviours and health, which will shape your path to successfully saving money.
Budget Bliss Course
Learn how to save so that you get more from your money and learn how to build and maintain a sustainable budget without depriving yourself of the things you truly love through 8 transformative money lessons.
Spending Tracker
Get your own spending tracker tool to help make everyday budgeting a breeze.
Here's how it works
Step 01
Consultation
Talk to your Life Sherpa® about your situation and kick off your journey to getting more life from your money.
Step 02
Budget Bliss Course
Our online 12 step course guides you through all the essential steps of budgeting, setting you up for future success (without having to sacrifice the things that matter to you).
Step 03
Use the App
Our spending tracker collects all your transactions, helping you track where you're pending and identify ways to get more from your money.
Step 04
Keeping you on track
Your Life Sherpa® will help you stay on track and our Facebook group will provide opportunities to learn and share your journey with other members.
Step 05
Getting back on track
Your Life Sherpa® will be there for you if your budget goes off the rails or your circumstances change.
Join for free
Sign up for a free membership and take our diagnostic quizzes to assess your money personality, behaviours, and health. Plus, get instant access to handy tools and resources.
Or try the full membership for 30 days for free and get access to a qualified financial adviser on call (your Life Sherpa), plus access to courses, the spending tracker and other perks. Achieve your goals and get ahead.
With Life Sherpa® in your corner, you can take control of your finances and your future.
Why Life Sherpa®?
We don’t push products, we provide advice
We don’t push products, we provide advice
This is key - after all, if someone doesn’t understand the ins and outs of your exact situation, how can they know what’s best for you? We take the time to get to know you, and only act in your best interest.
We’re privately owned
We’re privately owned
Life Sherpa® isn’t aligned with any insurance providers – so we’re free to look at hundreds of different insurance options, and to recommend the right one specifically for you.
We’re by your side from start to finish
We’re by your side from start to finish
From your initial application, right through to approval and beyond, your Life Sherpa® will guide and support you every step of the way. What’s more, we’ll be there for you when time comes to claim on your policy.
Cash back when you need it most
Cash back when you need it most
Most providers pay a commission when you take out an insurance policy. Unlike most brokers, we pass any upfront or trailing commissions to you, less our capped fee. After all, it’s your bonus, so it should come back to you!
Get started for free!
