Life Sherpa
Life Sherpa Super Advice
Pearler has partnered with Life Sherpa, who have more than 35 years of experience in banking, finance and financial planning, to provide you with advice on which super fund you should be with based off your spending habits and personal beliefs. Life Sherpa will review your existing Super Fund in the light of your circumstances and where appropriate an alternative for you to use will be provided. All for the low price of $undefined, charged to your Pearler Account + receive undefined free trades, valued at $ undefined. This digital service is designed for most Australians, but not all. We need to ask you a few questions to see if it’s right for you.
Life Sherpa Super Advice
Pearler has partnered with Life Sherpa, who have more than 35 years of experience in banking, finance and financial planning, to provide you with advice on which super fund you should be with based off your spending habits and personal beliefs. Life Sherpa will review your existing Super Fund in the light of your circumstances and where appropriate an alternative for you to use will be provided. All for the low price of $undefined, charged to your Pearler Account + receive undefined free trades, valued at $ undefined. This digital service is designed for most Australians, but not all. We need to ask you a few questions to see if it’s right for you.
Get advice in 4 simple steps
Answer the qualifying questions below
These qualifying questions are to ensure that you are suitable to receive advice from Life Sherpa.
Pay the fee of $
Complete a 15 minute questionnaire
Once you completed you will 2 items from Life Sherpa:
- Your Money Personality Report, which you should receive within 3 business days.
Download Sample Money Personality Report
- Your Super Advice Report, which you should receive within 3 business days.
Download Sample Super Advice
Receive a credit for trades.
Once you have received your advice from Life Sherpa you will be credited with trades, valued at $. Valid for 3 months.
Is this right for you?
Do you have a Self Managed Super Fund (SMSF)?
Are in you in a defined benefit super fund?
Are you retired or drawing from your super?
Do you currently live outside of Australia?
Does your employer make additional contributions that are required to go into your current super fund?
Do you have more than one super fund?
Are you invested in more than one investment choice in your super fund?
Tell us about your existing super fund.