Some decisions need more than one specialist
We are not a directory. We help you identify what is needed and — with your explicit consent — make an informed introduction. Every enquiry reaches Life First Advice first.
Where coordination helps
We start by understanding the service you need, then identify a suitable specialist and make an introduction — with your consent.
Personal insurance
An established pathway for life, TPD and income protection when you want to understand how cover fits your family, commitments and financial plan. Every enquiry reaches Life First Advice first, so we can understand your circumstances and clarify the right next step before any introduction is made.
Money coaching
For help with everyday money habits, budgeting and organisation, or building confidence before moving into strategy advice. We explore what you want to improve and whether coaching is the right starting point, then—with your consent—introduce a suitable specialist who can help you put practical routines in place.
Lending
Support with home and investment lending when borrowing decisions need to work alongside your wider financial plan. We help identify the questions to take to a suitable lending specialist, with any referral arrangements disclosed consistently with our Website Disclosure Information. An introduction is only made with your consent.
Vendor advocacy
For support when selling a property, including clarifying your goals and considering what help you need through the sale process. We can identify a suitable vendor-advocacy specialist and, with your consent, make an informed introduction. This pathway is limited to vendor advocacy, not buyer advocacy.
AI and business systems
Purpose-built client portals, dashboards, workflow automation, document processing, enquiry and onboarding assistants, integrations and plain-English reporting. We clarify the opportunity, then—with your consent—introduce a specialist who can assess what should be built.
Health insurance
A route to explore health-insurance options with a suitable provider when your needs, family circumstances or budget change. We help clarify what you want to understand and, with your consent, arrange an introduction so you can discuss cover, costs and the questions that matter to you.
Accounting
Coordination with an accountant who fits your circumstances, whether you are managing personal tax matters, running a business or preparing for a change. We help identify where accounting input is needed alongside your financial plan and, with your consent, introduce a specialist who can address those questions.
Estate planning
Help getting your estate planning in order, from identifying questions about wills and powers of attorney to considering how your wishes connect with your financial arrangements. With your consent, we introduce a suitable specialist and help keep the wider advice coordinated. We do not prepare legal documents ourselves.
Legal support
We do not provide legal advice. We help identify the legal specialty you need, whether it relates to a property transaction, business arrangement or personal matter. With your consent, we arrange an informed introduction to a suitable specialist, so you can address the legal questions alongside your wider financial decisions.
Introductions are made carefully and only with your consent
You tell us the kind of help you are looking for.
We explore the wider situation and any connected advice opportunity.
We confirm the right specialist and ask your explicit permission to share details.
We make a warm, informed introduction — and stay coordinated.
Your information is never shared with a third party until you agree to a specific introduction. We do not provide accounting, legal, lending, property, health-insurance, software-development or estate-planning services ourselves.