Sherpa Financial Group will guide you through all the difficult aspects of the financial landscape. Our team of professionals will ensure that you reach the top of the mountain and, just as importantly, back to your home base.
We provide an array of services including:
Wealth Creation Strategies
Personal Insurance Solutions
Business Insurance Solutions
Cash Flow Management
Sherpa Financial Group is a self-sustaining business that is here for the long term. Our client base is fiercely loyal, and they are in no doubt as to the positive impact the business has made to their lives, goals and dreams.
Sherpa Financial Group is a team of hard working and passionate professionals. We have created a flexible work environment, to better serve our clients and their varying needs and circumstances.
At Sherpa Financial Group we recognise that, in order to make a positive difference to someone’s life, we need to provide the right answers and a high level of comfort by teaching those people the reasoning behind those answers. We focus on educating our clients so that they understand the difference we make, feel confident about their futures and reach their desired objectives.
Always do the right thing not the easy thing, with 100% transparency
Take ownership and are committed to our clients objectives
Real belief in everything we do
Our clients and our people are armed with the knowledge to make decisions on their future
All our clients, staff and referral partners enjoy each interaction with the business
We have true empathy for all our stakeholders in all our dealings