How it works

Looking to buy your first home? Need cash to renovate or consolidate your debts? Or perhaps it’s time to refinance and you’re not sure what loan is best for you? Our expert advisers can guide you through the entire process, from application to settlement – providing tailored recommendations at every stage.

Want to secure your family’s future, your home, or your income – but need some advice on policies? Our Life Sherpas can give you all the support you need from your insurance adviser – and since we’re not aligned with any banks, you can rest assured it’s all based on what’s best for you.

Retirement may seem a long way off – but the decisions you make early on have a huge impact on your future. Our Life Sherpas can assess where your super is currently at, and make sure it’s optimised and on track to secure the retirement you want.

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 really work for you.

When it comes to being money-savvy, a little education can go a long way — in fact, it can be life-changing. Our expert financial advisors can help you get ahead with your financial goals. If you’d like something a little more self-paced, our Budget Bliss course gives you everything you need to get more life from your money.