Thinking investment? Let us get you set for success.
With decades of experience in finance, our Life Sherpa advisers can help you navigate the complex, ever-changing world of investment. From advising you on property investments, to explaining the nuances of the stock market, we’re here to ensure your investments work as hard as you do.
Make your money work for you
When you finally find yourself with some spare money, it’s time to put it to work. 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.
This is where Life Sherpa can help.
Thinking about investments means thinking about risk and return, fees and performance, structure and tax. Our Life Sherpas can explain all these things – and ultimately help you develop a strong investment strategy that takes into account your time horizon, risk appetite and your goals and objectives.
Here’s how it works
Step 01
Consultation
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
Recommendations
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 a free report with an overview of their recommendations.
Step 03
Application
Your Life Sherpa then prepares the paperwork to get your funds invested the right way.
Step 04
Keeping you and your super 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.
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 banks, institutions or funds – so, we’re free to look at hundreds of different investment 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 discussion, right through to investment and beyond, your Life Sherpa will guide and support you every step of the way. Importantly, your Life Sherpa will keep an eye on your investment, helping you stay the course and letting you know when any changes are required.
Cash back when you need it most
Cash back when you need it most
Most providers pay a commission when you settle on a loan product. Unlike most brokers, we pass any upfront or trailing commissions to you, less our fixed management fee. After all, it’s your bonus, so it should come back to you!
