LifeLot Trusted Professional

Our Game-Changing Online Safe Allows You To Nurture Client Relationships and Start Relevant New Conversations

The way we do business with clients has fundamentally changed. LifeLot's brand new Trusted Professional delegate type enables the safe and secure sharing of selected client files 24 hours a day, 7 days a week. Instead of emailing files back and forth or running into trouble sending large files, securely share them with LifeLot. 

Image: two people sitting opposite sides of a desk

Many people don't make any major life decisions without first consulting a trusted professional, like a doctor, lawyer or an advisor of some description. However, data privacy concerns exist in various aspects of daily life wherever personal data is stored and collected, such as on the internet, in medical records and financial records.  

A number of security concerns have arisen in the recent years as increasing amounts of sensitive information at every level have found their primary existence in digital form. Cybercrime costs New Zealand businesses about $250m - $400m a year - though that is only an estimate as a vast number of cyber attacks are not reported. This is where LifeLot steps in, allowing for the secure sharing of the really sensitive stuff.

With LifeLot, when a client shares an important document, they can give a trusted professional permission to view and edit it so different copies don’t have to be sent around in unsecure emails. This way, you can both insert comments, pricing, charts, and other content to the document. Rest assured that all documents are safe and secure in a clients LifeLot account and will be for their eyes only.

Share files securely

How Does It Work?

  • Trusted Professional invites a client to create a LifeLot account
  • When the client account is activated, they will be able to decide which documents they're ok about sharing with their Trusted Professional
  • Trusted Professional can view, edit, upload  and share files at any time.
  • If things change, a client can simply hide or share files with the click of a button!

A Co-Branded Planning Tool For You and Your Clients

  • Connect with your clients on another level
  • Quickly and easily access your client's documents. View, edit, upload and share files at any time
  • Maintain clients, manage applications, load documents, send bulk emails
  • Expand in your role as a trusted advisor by filling in gaps in your clients life planning
  • Increase positive client recommendations and interactions
  • Import existing client databases

Take the Risk Away From Your Business

Managing cyber risk is a step your business can take right now with LifeLot. A data security breach in your organisation may lead to significant financial loss (from fraud, theft, business interruption), disrupt your ongoing business operations, affect your reputation, relationships with Clients and ultimately your bottom line. 

Image: man sitting at desk with a high pile of paperwork

Given the potential consequences, engaging with LifeLot to store and share sensitive client information is a worthwhile investment.

              • Recognise and know your risk
              • Proactively manage your risk
              • Prepare for an incident - and a crisis - before it occurs
              • Have a ready response plan specifically directed at cyber security breaches

Understand the nature of the data you hold. Identify the risks that this data faces from a data security incident. Get in touch

How does it work?

Interested In Becoming a Trusted Professional?

If you're keen to collaborate with LifeLot and become a Trusted Professional, email, or give us a call on 09 950 4707.

We welcome collaborations with organisations, groups or businesses in a number of ways, if you would like to explore how you or your organisation could collaborate with us, please contact us.

We want the LifeLot experience to be a pleasant one, if you have any suggestions for improvements, drop us a line, we'd love to hear from you.

Sorting Your Life's Lot Is One Of The Most Important Things To Do Before You Die

Often the only time you seem to think about your important documents is when you need them. And, often you can't find them because you either don't have an organised and centralised system for storing your important documents and/or the last time you needed them, you simply tossed it back into the sea of papers in your home office instead of putting it back where it belonged!

There is probably some other stuff that only sits in your head and your family would love to know. LifeLot ensures important information is passed through generations. In a medical emergency, a delegate will be able to securely access an Advance Care Plan or Will, and call upon other important documents when they're most needed.


It's simple to set up, free to try, and it can make a world of difference for your family if something happens to you.