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Smart Investing made Simple

Invest confidently with the award winning team at Life Sherpa. Hassle free investing for everyone

Just for You

Smart Investment Portfolios

  • Done for you
  • Done right
  • Done the way you want

It's easy as 1,2,3

How do I get started?

  • 1Open your account (invest from $5,000)
  • 2Choose a portfolio
  • 3Relax – leave the hard work to us

Life Sherpa | Invest

is available for
  • Individuals

    investing in your own name

  • Joint accounts

    investing with someone else

  • Trusts

    investing for a family, discretionary or testamentary trust

  • Companies

    investing for a registered company or business

  • SMSF

    investing as a self managed super fund. An account for your DIY super

  • Investing for kids

    A next generation account when you’re investing for your children, grandchildren, nieces or nephews

We invest in Growth

  • Australian Shares

    Vanguard Australian Shares Index ETF (VAS)

    Invests in the top 300 listed companies on the ASX including Commonwealth Bank, BHP and Telstra.

    OC Microcap Fund (OPS0004AU)

    Invests in Australian and NZ companies valued at less than $500m with the potential to deliver higher returns than larger companies.

    SGH - Emerging companies Fund(ETL0118AU)

    Invests in Australian and NZ companies valued at less than $500m with the potential to deliver higher returns than larger companies using a complementary strategy to lower risk.

  • Global Real Estate

    SPDR Dow Jones Global Real Estate Fund (DJRE)

    Invests in retail, industrial, office, hotel, residential and other real estate in developed and emerging markets around the world to provide inflation protected high income and long term growth with low volatility.

  • Global Shares

    iShares S&P 500 ETF (IVV)

    Invests in the top 500 listed companies in the USA including Apple, Visa, and Pepsico.

    Vanguard All-World ex-US Shares Index ETF (VEU)

    Invests in the top companies in developed and emerging markets around the world outside Australia and the USA including Nestle, Samsung, and Astra Zeneca.

  • Global Infrastructure

    Vanguard Global Infrastructure Index ETF(VBLD)

    Invests in core infrastructure in developed markets including roads, railways, pipelines, utilities and airports to deliver inflation protection, more reliable income than the broader share market and lower volatility.

… and in Defensive

  • Australian Bonds

    iShares Core Composite Bond ETF (IAF)

    Invests in Australian Dollar Government bonds to provide reliable fixed interest returns.

  • Global Bonds

    Vanguard Global Aggregate Bond Index

    Invests in high-quality, bonds issued by governments, companies and asset backed issuers from around the world. Hedged back to Australian Dollars to provide diversification without currency risk.

  • Gold

    Global X Metal Securities Australia Ltd (GOLD)

    Invests in physical gold bullion to protect your portfolio against inflation, volatility and market falls.

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