Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Overview
LifeSherpa provides a comprehensive money advice service tailored to the needs of young Australians. Focussed on creating good money habits supported by product advice from real human advisors delivered online.
Reviews
4.9
out of 5 starsWade
36-45 years old"LifeSherpa is quite easy to use. The customer support is excellent. LifeSherpa's service meets and sometimes exceeds my expectations. I would definitely recommend it to friends."
16 October 2018David
46-55 years old"LifeSherpa is a fun and practical tool to help navigate financial planning. It helps explain complex topics in simple language and aids decision making e.g. in home loan product choices. I would recommend LifeSherpa for anyone looking for new financial products but needing advice on those fit for purpose. "
16 October 2018Renee
25-35 years old"Lifesherpa was easy to use, great support if you come across a hurdle... "
16 October 2018Adam
25-35 years old"LifeSherpa was relatively easy to use. The customer support options were quite good. LifeSherpa's service generally met my expectations. I would definitely recommend it to friends. I generally find it hard to get personalise finance advice with out paying a premium. Life Sherpa is very affordable and they help you with your paperwork."
16 October 2018James
25-35 years old"LifeSherpa was relatively easy to use. LifeSherpa's service met and exceeded my expectations. I would definitely recommend it to friends."
16 October 2018Jared
25-35 years old"LifeSherpa was great to use. I learnt a lot from my conversations and took a lot away from the time that they have spent with me. Definitely would recommend their services to friends and colleagues, and I look forward to speaking with them again in the near future!"
16 October 2018John
46-55 years old"LifeSherpa is the single most useful thing I have found on the net. Their website is easy to use and the service that they offer is simply, life-changing. We have been with Lifesherpa for over twelve months now and came to them in rather difficult circumstances. 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. They have changed our financial life for the better and we will always be grateful for that. I have already and will continue to recommend them to friends and family whenever talking about finance and financial advisors."
16 October 2018Kate
25-35 years old"LifeSherpa was very easy to use and customer-centric - really putting me first and getting to know what I am looking for. They really took time to understand me, and were so patient running trough scenarios when I wasn't sure. I would 100% recommend them"
18 October 2018David
36-45 years old"LifeSherpa gives a simplified view of your finances and is an easy tool to use. Our designated "Sherpa" is always on hand to answer any financial questions that we have as well as assist with any support issues eg. I selected a wrong subscription option and the Sherpa rectified the issue very quickly."
21 October 2018Laura
25-35 years old"LifeSherpa is really easy to use. My Sherpa gives me great practical advice and has found products that suit my family's needs. Because they help me over the phone and online, rather than face to face, I am able to get financial support whenever I need, at times that fit in with my busy lifestyle. I consistently recommend LifeSherpa to friends and family looking for great, affordable and convenient financial advice. "
21 October 2018Videos
Screenshots
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Article coverage:
Key information
- Category
- General Information
- Budgeting
- Managing Cashflow
- Borrowing
- Saving
- Investing
- Life Insurance
- Life stage
- Starting Out
- Mid-Career
- Financial plan produced?
- Yes
- Fee structure
- Subscription
- Is there a free trial?
- 1 month
- Customer support
- Phone
- Live Chat
- FAQ
- Date founded
- 2016
- Company website
- Visit site
Start using LifeSherpa
How it works
LifeSherpa provides a comprehensive money advice service tailored to the needs of young Australians. Focussed on creating good money habits supported by product advice from real human advisors delivered online.
- Category
- General Information
- Budgeting
- Managing Cashflow
- Borrowing
- Saving
- Investing
- Life Insurance
- Type of help
- Comprehensive Advice
- Where can I get this?
- Online
- Are there any other availability restrictions?
- Services Offered
-
- Will I learn what type of risk taker I am?
- Yes
- Will it produce a financial plan?
- Yes
- What types of investments are available?
- Shares
Exchange Traded Products
Unlisted Managed Funds - How many investment portfolio options are available?
- Tailored
- Where can I invest?
- Australia
- International
- Who manages my investments?
- Not Applicable
- In whose name are investments held?
- Your Name;Professional Custodian
- Is there professional research available on the investment options?
- Not Applicable
- Will it allow me to trade automatically?
- Not Applicable
- Will it automatically rebalance my portfolio?
- Not Applicable
- Will it provide reports on my investment performance?
- Not Applicable
- Cash management account
- Not Applicable
- Automated alerts and updates
- Yes
- Can I access other professional help through this service?
- No
- On which platform can I use this?
- Computer
- Tablet
- Smartphone
- Account opening & closing
-
- How do I create an account?
- Online
- Account opening speed
- Immediate
- Will it capture my personal financial information automatically?
- Not Applicable
- Will I be asked questions about my situation?
- Complex (> 5 questions)
- How fast can I get my invested money back?
- Not Applicable
Who it's for
- Accessable by
- Myself
- Life stage
- Starting Out
- Mid-Career
- Type of customer
- Consumer
- Advice stage
- Define Where I Need Help
Define My Goals & Objectives
Assess My Financial Situation
Build Financial Plan
Implement Financial Plan
Review My Progress
Multiple Stages - What is the minimum amount I have to invest?
- Not Applicable
- What is the minimum amount I have to be earning?
- No minimum
- Customer service & support
-
- Is there general financial education information provided?
- Yes
- Customer support
- Phone
- Live Chat
- FAQ
- Who do I complain to as a last resort?
- Australian Financial Complaints Authority (AFCA)
What it costs
- Fee structure
- Subscription
- Minimum contract period
- Not Applicable
- Free Trial
- 1 month
- Payment method
- Debit Card
- Credit card
Is it legitimate & secure
- Trading name
- LifeSherpa
- Who owns the company
- Vince Scully; Salvador Klein
- Who runs the business
- Vince Scully
- Salvador Klein
- Date founded
- 2016
- Number of staff
- 4
- Security & Regulatory Compliance
-
- Will it verify my identity?
- No Identification Required
- Will it send me a confirmation security number to sign-up?
- Not Applicable
- Are my records destroyed when I leave?
- Not Applicable
- Is there detailed documentation about the product?
- Not Applicable
- What company holds the financial license?
- MoneySherpa Pty Ltd (451289)
- Financial Services Guide?
- Yes
Contact Information
- Website
- Visit website
- Send email
- Phone Number
- 1300 697 437 (1300 MYSHERPA)
- Address
- Level 3, 55 Pyrmont Bridge Road, Pyrmont NSW 2009
- Social Media
Start using LifeSherpa
Wade
36-45 years old"LifeSherpa is quite easy to use. The customer support is excellent. LifeSherpa's service meets and sometimes exceeds my expectations. I would definitely recommend it to friends."
16 Oct 2018Customer opinions
David
46-55 years old"LifeSherpa is a fun and practical tool to help navigate financial planning. It helps explain complex topics in simple language and aids decision making e.g. in home loan product choices. I would recommend LifeSherpa for anyone looking for new financial products but needing advice on those fit for purpose. "
16 Oct 2018Customer opinions
Renee
25-35 years old"Lifesherpa was easy to use, great support if you come across a hurdle... "
16 Oct 2018Customer opinions
Adam
25-35 years old"LifeSherpa was relatively easy to use. The customer support options were quite good. LifeSherpa's service generally met my expectations. I would definitely recommend it to friends. I generally find it hard to get personalise finance advice with out paying a premium. Life Sherpa is very affordable and they help you with your paperwork."
16 Oct 2018Customer opinions
James
25-35 years old"LifeSherpa was relatively easy to use. LifeSherpa's service met and exceeded my expectations. I would definitely recommend it to friends."
16 Oct 2018Customer opinions
Jared
25-35 years old"LifeSherpa was great to use. I learnt a lot from my conversations and took a lot away from the time that they have spent with me. Definitely would recommend their services to friends and colleagues, and I look forward to speaking with them again in the near future!"
16 Oct 2018Customer opinions
John
46-55 years old"LifeSherpa is the single most useful thing I have found on the net. Their website is easy to use and the service that they offer is simply, life-changing. We have been with Lifesherpa for over twelve months now and came to them in rather difficult circumstances. 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. They have changed our financial life for the better and we will always be grateful for that. I have already and will continue to recommend them to friends and family whenever talking about finance and financial advisors."
16 Oct 2018Customer opinions
Kate
25-35 years old"LifeSherpa was very easy to use and customer-centric - really putting me first and getting to know what I am looking for. They really took time to understand me, and were so patient running trough scenarios when I wasn't sure. I would 100% recommend them"
18 Oct 2018Customer opinions
David
36-45 years old"LifeSherpa gives a simplified view of your finances and is an easy tool to use. Our designated "Sherpa" is always on hand to answer any financial questions that we have as well as assist with any support issues eg. I selected a wrong subscription option and the Sherpa rectified the issue very quickly."
21 Oct 2018Customer opinions
Laura
25-35 years old"LifeSherpa is really easy to use. My Sherpa gives me great practical advice and has found products that suit my family's needs. Because they help me over the phone and online, rather than face to face, I am able to get financial support whenever I need, at times that fit in with my busy lifestyle. I consistently recommend LifeSherpa to friends and family looking for great, affordable and convenient financial advice. "
21 Oct 2018Customer opinions
Start using LifeSherpa