Lyfeguard

born from a personal experience of helping family friends navigate the complexities of estate administration, lyfeguard is designed to bring clarity and peace of mind to your life's journey. we offer a user-friendly platform that empowers you to consolidate your financial data, gain valuable insights, and connect with loved ones and trusted advisers, all while ensuring your information remains secure and accessible. 𝐖𝐡𝐨 𝐖𝐞 𝐒𝐞𝐫𝐯𝐞 𝑬𝒎𝒑𝒐𝒘𝒆𝒓𝒊𝒏𝒈 𝑨𝒅𝒗𝒊𝒔𝒆𝒓𝒔 strengthen client relationships and offer a valuable service that enhances your practice. ✅ comprehensive real-time financial overview ✅ 24/7 access to clients so they can update their finances ✅ automation to support back-office administration ✅ bespoke dashboards and analytics ✅ ease of access, flexibility and personalisation we help you to: 👪 facilitate the transfer of intergenerational wealth 🤝 build stronger relationships with your clients 💸 provide a client-centric and interconnectable platform 𝑺𝒖𝒑𝒑𝒐𝒓𝒕𝒊𝒏𝒈 𝑰𝒏𝒅𝒊𝒗𝒊𝒅𝒖𝒂𝒍𝒔 & 𝑭𝒂𝒎𝒊𝒍𝒊𝒆𝒔