Life Sumo was formed from the absolute belief that a lack of ‘education’ was the critical mis-step by many who felt let down by the system. Having seen too many good people stumble their way through life, providing this education became our core business.
Originally designed to provide “Life Support Modules” – Life Sumo began it’s early life with the key focus of educating as many people as possible openly and freely regarding the fundamentals of Life, Money and Finance.
In those early years, our driver was to make financial education into plain speak and to empower common sense so as to demystify much of the jargon and sales speak that had intimidated so many for so long. It was our belief that if we could make people a little smarter, they’d make better choices.
It turns out we were right.
Money isn't everything but everything needs money
No money doesn’t exactly buy happiness but money pays your bills, feeds your family and puts a roof over your head and we think that has a lot to do with happiness.
James believes that education is paramount and it is his responsibility to work through the education and advice process with clients – ensuring that they have all of the information they need to lead a better life.
Rhianne is the powerhouse that drives the engine that is Life Sumo’s office.
With a focus on the client experience, Rhi is responsible for our back end workflow and is constantly striving to ensure that the client’s experience is seamless.
Michael ensures that our Life Sumo team take every precaution in providing the best advice possible in a compliant and responsible manner.
He crosses T’s and dots I’s and works with our licence’s compliance team to deliver advice that is of the highest standard.
Alanna works tirelessly to support our Life Sumo client service team. Alanna is passionate about making sure that our team have the backup to assist clients in getting the advice and education they need.