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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 owned or licensed 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!

We’re by your side from start to finish

We’re by your side from start to finish

From your initial consultation, right through to investment and beyond, your Life Sherpa® will guide and support you every step of the way. What's more, we’ll also nurture your portfolio and keep you on track to achieve your goals.

Evidence Based

Evidence Based

Our Life Sherpa® use an evidence-based approach to ensure you get the best advice, consistently.

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 an easy to read 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 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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