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Life Sumo - Financial Planning + Education
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OUR STORY

LET'S GET DOWN TO WHY THIS STARTED

Welcome to Life Sumo, where we turn financial spaghetti throwers into master planners—no questionable pasta art required. 🍝

Let’s face it: Life doesn’t come with a “Ctrl+Z” button. You’ve either got a plan, or you’re flinging spaghetti at the wall, hoping something sticks (spoiler: it’s usually just sauce). But here’s the secret: Everyone starts as a spaghetti thrower. The difference? Those winning at life have a Financial Plan —and that’s where we come in.


At Life Sumo, we believe better decisions start with better information. Our mission? To arm you with the tools, insights, and ninja-level clarity to build a financial plan that actually sticks. Think of us as your friendly, non-judgy sensei, here to chop through the chaos and help you conquer money, career, and life goals like a pro.

We’re not about jargon-filled lectures or spreadsheets that haunt your dreams. We’re about real talk, actionable steps, and maybe a few bad puns along the way. Because financial planning shouldn’t feel like wrestling a sumo wrestler. It should feel like you’ve got this.

Ready to stop throwing spaghetti and start sticking it to life?

Let’s roll

Hi, I'm Moose!

but most people call me James.

DIRECTOR | SENIOR ADVISER

LLB. Adv Dip FP, SMSF Accred.

You would think 10 years in I would be great with this stuff but the reality is - I hate this kind of thing. Talking about myself - my best work is done serving others. But my team insisted this was important so here we are. They even held me against my will to start a podcast around our mission.

You see, I've seen it all: the good, the bad, and the “why did I think crypto llamas were a solid investment?” moments. But when I tell you, I built Life Sumo off every lesson I have learnt the hard way, you will never believe the story I have to tell you and why this is working for every day people to take a hold of the hardest parts of adulting.

It's time to scroll down and press play to get to know each other a little better....

Video Poster Image

THE SUMO WAY

MEET THE TEAM

Krystal Duff-Weekes

Senior Paraplanner

Mitchell Nightingale

Senior Paraplanner

Shannon Davies

Client Administration Coordinator

Rikki Von Senden

Client Services Specialist

Rebecca Martin

Client Services Specialist

Mara Wolfe

Community Co-ordinator

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