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Make your money work for you

Whether it’s savings you’ve stashed away over time, some money you’ve inherited, or an unexpected bonus, you need a plan to make it grow.

Our Life Sherpa®s can help you understand the risks and returns, fees and performance, structure and tax – and ultimately help you develop a strong investment strategy that takes into account your time horizon, risk appetite, and your goals and objectives.

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!

Here’s how it works

Step 01


Talk to your Life Sherpa® about your plans, your goals, time horizon, and attitude to risk. From there you can design an investment strategy that's right for you.

Step 02


Your Life Sherpa® will work with you to determine the right structure, provider and investment options, help you achieve the balance between cost, performance and transparency, and will give you an easy to read report with an overview of their recommendations.

Step 03


Your Life Sherpa® then prepares the paperwork to get your funds invested the right way.

Step 04

Keeping you and your investment on track

Investing right is just the first step. Your investment needs ongoing nurturing, so your Life Sherpa® will keep an eye on it, give you regular updates, adjust for market and product changes and make sure that any changes to your circumstances or goals are considered. The cost of this is usually tax deductible.

Step 05

Enjoy life

Now sit back and relax, knowing your investment is in safe hands and working hard for you.

Any questions?

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

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