Lyfeguard Pricing Overview

Lyfeguard helps individuals and families keep the information that matters organised, secure and ready when it is needed. Important financial, legal, medical, personal and household details are often scattered across accounts, documents, inboxes and devices. Lyfeguard brings them together in one structured record that remains under the individual’s control. People can organise documents, connect key information, set reminders and choose exactly what to share with family members or trusted professionals. The result is less life admin, a clearer picture of household affairs and better preparation for major life events. Lyfeguard is personal information infrastructure for life: one secure place to keep important information current, connected and ready for the people who may one day need it.

Access to 2 of 6 LyfeHubs
Secure document storage
Open banking connectivity
Share information securely
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Lyfeguard helps individuals and families keep the information that matters organised, secure and ready when it is needed. Important financial, legal, medical, personal and household details are often scattered across accounts, documents, inboxes and devices. Lyfeguard brings them together in one structured record that remains under the individual’s control. People can organise documents, connect key information, set reminders and choose exactly what to share with family members or trusted professionals. The result is less life admin, a clearer picture of household affairs and better preparation for major life events. Lyfeguard is personal information infrastructure for life: one secure place to keep important information current, connected and ready for the people who may one day need it.

Access to all six LyfeHubs
All integrations, including 250+ Open Finance connections
Financial insights & analytics
Smart reminders & alerts
Share Information securely
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Lyfeguard helps private client law firms build a clearer, more complete view of the individuals and families they advise. Estate planning depends on information that is often fragmented across old documents, emails, financial records, family members and other professional advisers. Lyfeguard gives clients a secure, controlled environment to organise key personal, financial, property and family information, including relationships with executors, attorneys and beneficiaries, alongside documents such as wills, powers of attorney and trusts. For legal teams, this creates better-prepared instructions, smoother onboarding and richer context for advice. It can also help firms identify missing information, maintain more meaningful contact between instructions and support clients as circumstances change. The result is a more connected private client service, making the information needed to advise, review and act easier to access.

Full Lyfeguard Pro-tier access for every client
Multi-client admin dashboard
Dedicated Business Documents hub
Custom branding & bespoke integrations
Granular sharing permissions
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Lyfeguard gives wealth managers, financial planners and independent financial advisers a fuller, more current view of each client and household. Important context—assets and liabilities, policies, property, family relationships, legal documents, future wishes and trusted contacts—rarely sits together in the systems advisers use every day. Lyfeguard provides a secure, client-controlled record where individuals and families can organise this information, connect financial data and share the right detail with their adviser. This supports more efficient onboarding and reviews, more contextual advice and stronger engagement beyond investment performance. It also helps firms understand the wider household, identify gaps earlier and build continuity across partners, dependants and generations. Lyfeguard turns fragmented client information into connected intelligence advisers can use.

Full Lyfeguard Pro-tier access for every client
Multi-client admin dashboard
Dedicated Business Documents hub
Custom branding & bespoke integrations
Granular sharing permissions
Show More