Three Jobs. One Platform.
Families hire LifeOS to protect what matters, build for the future, and stay on track. All powered by Sage, your AI advisor.
Protect What Matters
Legal and financial protection for your family
Wills, guardianship, LPAs, and life insurance. The foundations that protect your family if something happens to you.
Build Your Future
Growing wealth for your family's goals
Emergency funds, savings, investments, property, and pensions. Building financial security for the life you want.
Stay on Track
Ongoing monitoring and guidance from Sage
Sage monitors your plan, alerts you when action is needed, and keeps everything current as your life changes.
The Foundations
The building blocks that protect your family and grow your wealth. Click to learn more about each one.
How Sage Powers It All
Your AI advisor that remembers everything, knows official GOV.UK guidance, and keeps your plan current.
Voice-First Discovery
A natural 15-minute conversation with Sage to understand your situation.
Your Life Plan
Visual timeline of your entire life - past, present, and future.
AI That Knows You
Sage remembers everything and gets smarter over time.
Monthly Check-ins
Regular voice calls to review progress and update your plan.
Bank-Grade Security
Your data is encrypted at rest and in transit. We use the same security standards as major financial institutions. Your information is never shared or sold.
- 256-bit AES encryption
- SOC 2 Type II compliant infrastructure
- GDPR compliant data handling
- Regular security audits
Ready to meet Sage?
Start with a 15-minute discovery conversation. Sage will learn about you and create your personalised Life Plan.