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One membership
to unlock personalised

financial solutions

  • Save 72% on your Life Sherpa membership
  • Australia’s only complete financial wellness program
  • Find the clarity to make the right financial decisions.
  • Improve your money skills and confidence.
  • Unlimited access to coaching, learning, and advice.
  • Your own qualified financial adviser.

What keeps you awake?
Vince

License
000307269
35 years experienceMBA
Chartered Accountant ADFPCert IV Real Estate
QPIA
 DIP MORTGAGE
SPECIAL INTEREST
Helping people achieve their financial goals and secure their futures
How can I help?
CALLUM

License
00129745
6 years experienceADVDIP FIN Planning
SPECIAL INTEREST
Using debt effectively for wealth generation, planning for tax efficiency
What’s on your mind?
REUBEN

LICENSE
001252556
12 years experiencecert4mortgagefindip
SPECIAL INTEREST
Understanding and helping people achieve their goals, by making the most of their financial world
What keeps you awake?
VINCE
License
000307269
35 YEARS EXPERIENCE
MBA
DIP MORTGAGE
QPIA
CERT IV REAL ESTATE
CHARTERED ACCOUNTANT ADFP
SPECIAL INTEREST
Helping people achieve their financial goals and secure their futures
How can I help?
CALLUM
License
00129745
6 years experienceADVDIP FIN Planning
SPECIAL INTEREST
Using debt effectively for wealth generation, planning for tax efficiency
What’s on your mind?
REUBEN
License
001252556
12 YEARS EXPERIENCE
CERT4MORTGAGE
FINDIP
SPECIAL INTEREST
Understanding and helping people achieve their goals, by making the most of their financial world

Membership benefits

Reach new heights with confidence

1-on-1 personal advisor support

Your financial advisor (Sherpa) answers your questions, finds the right advice for you and keeps you on track

Easy plan to follow

We'll show a simple proven 8-steps plan to go from where you are to your northstar

Complete the big picture

Zoom out on your financial world, connect the dots, and achieve long term goals

Augment decision making

Track your portfolio automatically, learn about new approaches to personal finance with our content academy

Extra free cash

We believe that all payments should be fair and transparent. So, when we receive an upfront or trailing commission, we’ll pass it on to you (less our fees)

Easy peasy

3 steps to start your financial freedom

1
Create your account

Create your secure account simply using an email address and password.

2
Choose your financial goal

If you haven’t got it yet, it’s all good, with a few simple questions, your Sherpa will help you design your goals.

3
Access a real human +
our intuitive platform

As a Life Sherpa member you will have your own dedicated Sherpa to help guide you through your journey to financial freedom!

Whoever you are - whatever you earn, own or owe - wherever you live or work

We support all financial life goals and stages

Saving for a deposit
Buying or renovating your home
Refinancing your property
Buying an investment property
Getting married or divorced
Having a baby
Understanding tax
Care for someone
Need help with your future
Living paycheck to paycheck
Organising the family budget

The most affordable financial advice in australia

Our promise

helping you live the life you want with the money you have

For just $1.78/day, together we will enable the best version of you with the right advice.

That’s what we’re about: no agenda, no jargon, just honest, accessible, personal financial advice.

Personal Membership
For individuals interested in financial education that helps you makes better and quicker decisions
$0
/mo
Free forever
Platinum Membership
For individuals interested in financial solutions that reaches their goals, includes unlimited financial advice
$649
/year
RRP: $2,345/year
Saving based on individual member getting superannuation and investment advice. Couples save more.

Don’t simply take our word for it

Buying or renovating your home
It tooks 2 years of serious money saving and adjustments to achieve my dream goal: my first home! I’m so happy and eternally grateful to my Sherpa Cal who’s been with me along the way. Thank you team!
Lisa M.
Member since 2019
Need help with your future
I’ve finally got my retirement on track, I feel better knowing where I’ll be in 30 years time if I keep working hard, can’t do it without these guys! Thanks Life sherpa!
Paul S.
Member since 2021
Understanding tax
I now feel that I’m getting ahead which I never felt before and I feel so much more in control.
Arvinder S.
Member since 2021
Buying or renovating your home
It tooks 2 years of serious money saving and adjustments to achieve my dream goal: my first home! I’m so happy and eternally grateful to my Sherpa Cal who’s been with me along the way. Thank you team!
Lisa M.
Member since 2019
Getting rid of debt
Their advice has always been well thought out with no financial products even suggested, just good solid financial advice that comes from the heart and not the wallet.
John C.
Member since 2018
Need help with your future
I’ve finally got my retirement on track, I feel better knowing where I’ll be in 30 years time if I keep working hard, can’t do it without these guys! Thanks Life sherpa!
Paul S.
Member since 2021
Refinancing a home
A very professional and structured approach to refinancing my home loan. I was kept informed at every step of the process and much of the administration process was handled for me.
David W.
Member since 2017
Preparing for the unexpected
I never thought I needed professional advice. But getting Life Sherpa® to explore where I could make changes has transformed my life.
Amy M.
Member since 2020
Planning for retirement
I genuinely feel more confident now more than ever to take on the role of husband. It’s amazing the tools we have now to deal with this money stuff together.
Derek C.
Member since 2022
Fixing your budget
Having a monthly meeting to keep us on track actually finally allows us to save money and get our debts under control.
Paul S.
Member since 2021

Ready to get out of debt (without putting your life on hold)?

Coming Soon
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Created with passion and commitment on the traditional lands of the Cammeraygal people of the Eora nation. Life Sherpa acknowledges the Traditional Owners of the Countries throughout Australia.