Sustainable Life Solutions

What Sustainable Life Solutions does

Sustainable Life Solutions Pty Ltd (SLS) is an Australian private company headquartered in Darlinghurst, New South Wales, that operates a custom-built General Advice Platform for financial advisers distributing life and income protection insurance. The platform integrates CRM, automated workflow, compliance management, client communication templates, and business intelligence/reporting into a single system, and is designed to enable advisers to complete cases in 30 to 90 minutes — a reduction the company claims of up to 95% versus traditional personal advice processes. SLS holds Australian Financial Services License (AFSL) number 536966 and is registered with ABN 66 655 297 886.

The company's core value proposition is enabling advisers to transition from the personal advice model (high compliance burden, extensive paperwork, exam requirements) to the general advice model (where clients make their own decisions based on general information), by automating compliance documentation, audit trails, and record-keeping, and by providing a dedicated back-office compliance and coaching team. Advisers are onboarded through five two-hour training sessions. SLS distributes through direct sales to advisers (book-a-call funnel) and through partnerships with eight major Australian insurers — MetLife, ClearView, Zurich, NEOS, AIA, Encompass, TAL, and OnePath — who provide product coverage and pay commissions on placed business.

Revenue is generated through a combination of platform/subscription fees paid by advisers and commissions from insurance carrier partners. Pricing is not publicly disclosed and is obtained via direct sales contact. The company targets Australian licensed financial advisers seeking to reduce compliance burden and scale their insurance business, and serves a horizontal SMB segment. SLS is privately held with no disclosed external investors, parent company, or funding history, and no public revenue, headcount, or growth metrics are available.

Name

Sustainable Life Solutions

Legal name

Sustainable Life Solutions Pty Ltd

Website

https://slife.com.au

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Sustainable Life Solutions Pty Ltd operates a custom General Advice Platform for Australian financial advisers distributing life and income protection insurance, integrating CRM, workflow automation, compliance management, and reporting. The company holds AFSL 536966 and partners with eight major Australian insurers including MetLife, Zurich, and TAL.

Ownership category

akta.pro rank

Headquarters

HQ city

Darlinghurst

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales

Revenue model

1. Platform/Subscription Services: Revenue appears to be generated through platform access and support services provided to financial advisers transitioning to general advice. Advisers pay for access to the platform, training, compliance support, and back-office services. The company also earns commissions from insurance partners (MetLife, ClearView, Zurich, NEOS, AIA, Encompass, TAL, OnePath) for placing insurance business.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Sustainable Life Solutions (SLS) provides a custom-built General Advice Platform for licensed financial advisers in Australia who sell life and income protection insurance. The platform integrates CRM, automated workflow, compliance management, client communication templates, and real-time business reporting, enabling advisers to complete cases within 30 to 90 minutes. SLS also delivers structured training, ongoing support, and compliance oversight to help advisers transition from the personal advice model to the general advice model.

Product overview

Sustainable Life Solutions offers a unified General Advice Platform for insurance advisers in Australia. The core product is a custom-built platform that enables advisers to complete insurance cases within 30 to 90 minutes. This platform integrates multiple modules including an Automated Workflow System, CRM System, Compliance Management Solution, Client Communication Toolkit, and Business Intelligence and Reporting. The company also provides a structured Training Program delivered over five two-hour sessions. The platform automates business processes, manages compliance requirements, facilitates client communication via email and SMS templates, and provides real-time business reporting. The entire solution is designed to help advisers transition from personal advice to general advice while maintaining regulatory compliance.

Differentiator

Problem solved

Functional benefit

Products and services

• General Advice Platform A custom-built software platform for Australian financial advisers that integrates CRM, business process automation, compliance management, client communication templates, and real-time business reporting, enabling advisers to complete insurance cases within 30 to 90 minutes under the general advice model.
• Training and Onboarding Program A structured onboarding program consisting of five two-hour training sessions covering hands-on platform usage, general advice process training, delivery sessions, and compliance checking procedures for advisers transitioning to the general advice model.

Quantifiable outcome

• Process time reduced by up to 95%; cases completed in 30-90 minutes vs hours/days previously
• +2 more outcomes

Named customers3 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Eight partnerships are on record, tiered core.

• MetLifecoreChannel Partner/ Reseller/ DistributorMetLife is one of the insurance providers available through Sustainable Life Solutions' platform, providing life insurance products to consumers through advisers using the SLS general advice model.
• ClearViewcoreChannel Partner/ Reseller/ DistributorClearView provides insurance products through the SLS platform, enabling advisers to offer life and income protection insurance to their clients.
• ZurichcoreChannel Partner/ Reseller/ DistributorZurich is an insurance partner integrated with the SLS general advice platform, providing coverage options for clients of advisers using the system.
• NEOScoreChannel Partner/ Reseller/ DistributorNEOS insurance products are available through the SLS platform, allowing advisers to provide general advice on NEOS coverage.
• AIAcoreChannel Partner/ Reseller/ DistributorAIA (Australian Insurance Awards) partners with SLS to provide life and health insurance products through the general advice platform.
• EncompasscoreChannel Partner/ Reseller/ DistributorEncompass insurance products are available through the SLS platform for advisers providing general advice to Australian consumers.
• TALcoreChannel Partner/ Reseller/ DistributorTAL (Australian life insurer) partners with SLS to provide life insurance options through the general advice platform.
• OnePathcoreChannel Partner/ Reseller/ DistributorOnePath insurance products are integrated with the SLS platform, enabling advisers to offer general advice on OnePath coverage.

Scale indicators3 records

Recent moves1 record

Expansion highlights4 records

Direct peers

• HUB24: Australian platform provider for financial advisers and accountants, offering integrated CRM, portfolio management, and workflow tools. Directly comparable to SLS as a B2B platform enabling advisers to operate more efficiently and compliantly.
• Iress: Provider of Xplan and other software to Australian financial advisers, dealers, and licensees. Highly comparable: serves the same adviser persona with workflow, compliance, and client management tools.
• Midwinter Financial Software: Australian financial planning and advice software provider focused on financial advisers. Comparable as an adviser-facing SaaS platform with workflow, compliance, and reporting functionality.
• AdviserLogic: Australian advice software provider built specifically for financial advisers, including SOAs, compliance, and client management. Comparable to SLS as an adviser-only SaaS targeting compliance and productivity.
• Netwealth: Australian wealth management platform serving financial advisers with platform, super, and trading technology. Comparable to SLS as a platform enabling advisers to scale their practice within a regulated environment.
• Praemium: Australian wealth management and investment platform for advisers and their clients. Comparable to SLS as a technology platform layer for the financial advice value chain, with a focus on operational efficiency.
• Class (now part of Praemium): Australian SMSF and accounting administration software used by advisers and accountants. Comparable as an adviser-facing SaaS that automates regulated workflows, adjacent to SLS's general advice automation thesis.

Broad incumbents

• MoneyGuide Pro: US-based financial planning software serving thousands of advisers with planning, client engagement, and reporting tools. Comparable in function (adviser workflow and compliance) though operating in a different regulatory regime.
• eMoney Advisor: Fidelity-owned financial planning and wealth management platform for advisers. Comparable as a comprehensive SaaS for advisers with CRM, planning, and client-facing tools, though materially larger and broader in scope.

Emerging players

• DASH Technology: Australian life insurance underwriting and distribution technology platform. Comparable because it operates in the same insurance-adviser workflow layer and digitizes the adviser-to-insurer interaction that SLS also facilitates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sustainable-life-solutions

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sustainable Life Solutions