LifeSherpa

LifeSherpa stands as a For-Purpose and For-Profit BCorp, effectively and profitably providing high-quality, affordable financial advice. Focused on addressing the needs of those overlooked by the financial planning industry, LifeSherpa meets significant hitherto unmet demand. LifeSherpa's approach offers quality financial advice at a significantly lower price point, all while maintaining the human touch. By understanding the core barrier to financial advice - cost - LifeSherpa has revolutionised the industry.

Research by the Australian Securities and Investment Commission reveals that while 41% of people intend to get financial advice, only just over 10% do so, mainly due to the prohibitive cost (39% find it too expensive). LifeSherpa's revolutionary technology platform bridges this gap, making financial advice accessible to everyday working people at only 10% of the industry average cost.

With a decade of success and 1,000 paid customers, LifeSherpa's B2C offering is well-established. The recent launch of the B2B Employer offering, in partnership with large corporates, marks the beginning of the next phase: Acceleration. After full commercialisation in Australia, LifeSherpa's proven solution can be readily applied to other markets with similar regulatory regimes, such as the Nordics, UK, Canada, Germany, Poland, New Zealand, Singapore, and the USA. With a vision that aligns perfectly with the "social conscience" of Northern European markets, particularly in Finland, Norway, and Sweden, LifeSherpa's BCorp status resonates with these regions' values.