The right people, the right information, the right level of access — for exactly as long as it's needed and not a moment longer.
Everything in Lyfeguard starts private. When you want someone to see something, you add them as a trusted user and choose what they get — one category, a hub, or everything. They log in and see the original, in your record from their Trusted User account.
You are free to share the information straight away or at a point in time in the future that suits you. Complete control and peace of mind.
A trusted user is anyone you choose. The same controls apply whether it's your spouse or your accountant.
Getting set up takes less than two minutes. Follow three simple steps to take absolute control over who can see your sensitive documents, what they can access, and exactly when they are allowed to see them.
Your personal and financial life, organised in one secure place — free to start.
Access to 2 of 6 LyfeHubs
Secure document storage
Bank & credit card connections
Share information securely
Access to all six LyfeHubs
Full integrations, including Open Finance
Financial insights & analytics
Smart reminders & alerts
Everything you need to bring your whole life into one connected record.
Access to all six LyfeHubs
Secure document storage
Bank & credit card connections
Share Information Securely
Access to all six LyfeHubs
Full integrations, including Open Finance
Financial insights & analytics
Smart reminders & alerts
Give every client a secure, connected record — and manage it all in one place.
Full Pro-tier access for every client
Shared visibility into client information
Multi-client admin dashboard
Dedicated Business Documents Hub
Enterprise-grade security
Granular sharing permissions
Custom branding
Bespoke integrations
Dedicated account management
Your personal and financial life, organised in one secure place — free to start.
What’s Included:
Access to 2 of 6 LyfeHubs
Secure document storage
Bank & credit card connections
Share information securely
Access to all six LyfeHubs
Full integrations, including Open Finance
Financial insights & analytics
Smart reminders & alerts
Everything you need to bring your whole life into one connected record.
What’s Included:
Access to all six LyfeHubs
Secure document storage
Bank & credit card connections
Share Information Securely
Access to all six LyfeHubs
Full integrations, including Open Finance
Financial insights & analytics
Smart reminders & alerts
Give every client a secure, connected record — and manage it all in one place.
Full Pro-tier access for every client
Shared visibility into client information
Multi-client admin dashboard
Dedicated Business Documents Hub
Enterprise-grade security
Granular sharing permissions
Custom branding
Bespoke integrations
Dedicated account management
