Why is super so important?

When you’re busy working and establishing a career, you may not think much about compulsory super contributions – they may even seem like a bit of a hassle. However, the super fund you choose and the payments you make early on will end up defining your future once you’ve retired. Very few Australians want to rely on a pension – and if you dream of a retirement spent travelling and enjoying life, you’ll definitely need to plan for it.

When should you start thinking about the future?

There is no such thing as ‘too soon’ – the earlier you get a super strategy in place, the better! This is because setting money aside is only half the battle. The way that money is invested is also critical – in fact, about $2 out of every $3 you will spend in retirement will come from investment returns! That’s why we believe that the best superannuation advice is to make your savings work hard and avoid unnecessary fees and taxes.

How does Life Sherpa help?

Rather than seeking to make a sale (like your bank or super fund might), we simply provide expert superannuation advice at an affordable fee.

We will work with you to identify the right fund for you, what the important features are for your circumstances and tailor an investment package to give you the retirement you want with the money you have.

Here’s how it works

Step 01

Consultation

Talk to your Life Sherpa about your existing super, your goals and attitude to risk. From there you can design a super strategy that's right for you.

Step 02

Recommendations

Your Life Sherpa will work with you to determine the right fund 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 all your super money where it should be and invested the right way.

Step 04

Keeping you and your super on track

Investing right is just the first step. Your super 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. You can usually pay for this from your super account.

Step 05

Enjoy life

Now sit back and relax, knowing your super is in safe hands and working hard for you.

Why Life Sherpa?

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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.

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We’re privately owned

We’re privately owned

Life Sherpa isn’t aligned with any super funds – so, we’re free to look at hundreds of funds and investment options, and to recommend the right one specifically for you.

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We’re by your side from start to finish

We’re by your side from start to finish

From your initial strategy, right through to retirement and beyond, your Life Sherpa will guide and support you every step of the way.

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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!

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