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LifeSense Financial Services

Built on Four Decades of Trust.

Since the early 1980s, the people behind LifeSense have been guiding South African families and institutions through every market cycle — with discipline, independence, and an unwavering commitment to doing what is right.

Our Heritage

Established in 1988 — Over 37 Years of Expertise in South African Finance

LifeSense Financial Services is not a start-up trying to disrupt. We are a legacy firm — built by professionals who have spent their entire careers in South African financial services, through the fall of apartheid, the birth of democracy, the 2008 global financial crisis, the COVID downturn, and every cycle in between.

Founded in 1988, our principals bring over 37 years of combined experience to the table. That depth of experience cannot be replicated by algorithms or robo-advisors. It is earned through decades of sitting across the table from real people, understanding real problems, and delivering real solutions.

What began as a small advisory practice has grown into a trusted name managing over R1 billion in assets under advice — but our ethos has never changed. We remain fiercely independent, completely transparent, and wholly committed to acting in our clients' best interests.

Corporate heritage and legacy

37+

Years collective experience

R1B+

Assets under advice

100+

Clients served

What We Stand For

Principles That Have Endured for Decades

These aren't aspirational statements. They are the non-negotiable standards that have governed every client relationship we've ever had.

Integrity

Every recommendation is made with honesty and without conflict of interest. We act as fiduciaries — your interests always come first.

Transparency

Complete clarity about fees, risks, and the reasoning behind every decision. No hidden costs, no fine print surprises.

Accountability

We stand behind every solution we provide. Your outcomes are our responsibility, and we measure ourselves by your success.

Independence

We are not tied to any product provider. Our advice is driven by what is right for you — not by commission structures or sales targets.

Why LifeSense

What Sets Us Apart

In an industry crowded with product sellers, LifeSense stands apart as a genuine advisory firm. We don't manufacture financial products — we select the best solutions from the entire market, without bias or obligation to any single provider.

Our advisors hold the highest professional qualifications in the industry, including the Certified Financial Planner® designation. But qualifications alone don't build trust — relationships do. Many of our clients have been with us for over a decade, and some have entrusted us with their family's finances across multiple generations.

  • Fully independent — no product provider ties
  • CFP® qualified advisors with decades of experience
  • Multi-generational client relationships
  • Comprehensive service: investments, retirement, insurance, estate, group benefits
  • R1 billion+ in assets under advice
  • Regulated and compliant FSP

37+

Years collective experience

R1B+

Assets under advice

100%

Independent advice

CFP®

Certified planners

Our People

The Advisory Team

Decades of combined expertise, united by a shared commitment to your financial wellbeing.

Ivan York

Ivan YorkCFP®, FCIS

Chief Executive Officer

Certified Financial Planner®, FCIS

30+ years experience

Graham Turnbull

Graham Turnbull

Managing Director

B.Sc. Elec. Eng., M.Sc. Management Science (London)

30+ years experience

Kevin York

Kevin YorkCFP®

Financial Planner & Wealth Manager

BCom Accounting, PGDip Financial Planning

15+ years experience

Ross Sampson

Ross SampsonCFP®

Financial Planner & Wealth Manager

BCom Intrapreneurship, PGDip Financial Planning

10+ years experience

Nagm G. Azar

Nagm G. Azar

Financial Planner & Wealth Manager

20+ years experience

20+ years experience

Briston Singh

Briston Singh

Administration

15+ years experience

Vanessa Low

Vanessa Low

Administration

15+ years experience

Ylyssa Bharta

Ylyssa Bharta

Administration

10+ years experience

Four decades of experience, one conversation away.

Whether you're starting your financial journey or refining a mature portfolio, our team is ready to help you make confident, informed decisions.

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