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LifeSense Financial Services Private Clients Division

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 1988. The same principles ever since.

LifeSense is not a start-up looking to disrupt anything. We have been doing the same work, carefully, since 1988 — a firm built by professionals who have spent their entire careers in South African financial services.

Markets have turned many times over those decades, and we have advised clients through all of them. That kind of judgement is not something an algorithm arrives at. It is earned across years of sitting opposite real people, understanding what actually matters to them, and being there when a plan needs to change.

What began as a small advisory practice now manages over R1 billion in assets under advice. The ethos has not moved: fiercely independent, completely transparent, and wholly committed to acting in our clients' best interests.

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

100%

Independent advice

CFP®

Certified planners

FSP 10024

Authorised provider

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

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Graham Turnbull

Graham Turnbull

Director

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

30+ years experience

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Kevin York

Kevin YorkCFP®

Certified Financial Planner

BCom Accounting, PGDip Financial Planning

15+ years experience

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Ross Sampson

Ross SampsonCFP®

Certified Financial Planner

BCom Intrapreneurship, PGDip Financial Planning

10+ years experience

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Nagm G. Azar

Nagm G. Azar

Senior Financial Planner & Wealth Manager

20+ years experience

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Briston Singh

Briston Singh

Administration

15+ years experience

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Vanessa Low

Vanessa Low

Administration

20+ years experience

Ylyssa Bharta

Ylyssa Bharta

Administration

10+ years experience

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