Our collaborating community of non-intermediating financial planners is more than just a network; it’s a movement.
We're not just planning finances; we're planning futures.
Embark on a distinctive journey towards holistic financial planning with the Academy of Life Planning.
We champion a network of fiercely independent thinkers united in their quest to redefine financial planning. Our academy doesn't prescribe a one-size-fits-all approach; instead, we celebrate the diversity and unique expertise of each member. By joining us, you become part of a vibrant collective of innovators and masters, each contributing to a new paradigm in financial planning.
We provide bespoke tools, tailored support, and opportunities for strategic collaboration, empowering you to forge your path with confidence. Dive into our comprehensive range of educational resources, designed to facilitate personal and professional growth at every stage of your career. Engage in our forums, a space for exchanging wisdom and pioneering perspectives.
With our esteemed credentials and seasoned guidance, you are well-equipped to navigate towards a future enriched with financial wellness, sustainability, and alignment with our vision of regenerative communities. Together, let's craft a legacy of abundance in every aspect of life.
Welcome to the Academy of Life Planning: Leading the Charge in a Financial Revolution Our Vision for the Future: We're shaking up the way financial planning is done, moving away from old-school methods to a place where you're fully in charge of your financial future. Our planners are here to guide you, not to act as middlemen, dedicated to making this empowering shift a reality. Taking Control: Our method is revolutionary, giving you full control over your finances and personal data, a vital step towards true financial independence. A Complete Support System: We've tailored our services to make sure you flourish in this new era of finance. With customised coaching and a wealth of learning materials, we're right by your side. Learning First, No Sales Pitch: We don't sell financial products. Our aim is to arm you with knowledge, giving you the power to make your own decisions. Unbiased Advice: We offer impartial advice pointing you towards independent resources, upholding our dedication to market honesty and a clear separation between advice and products. Simplifying the Journey: Switching to a non-intermediary financial planning model might seem overwhelming, but we're here to help you every step of the way. Enhancing Skills: Our training programmes are crafted to turn product sellers into all-rounded financial planning advisors, making their services more varied and tailored. Your Companion on This Journey: As you start on this new path, our resources, training, and insights are all available to you, making your journey smooth and fruitful. Our Foundational Beliefs: Empowerment Integrity Innovation Community Personal Development Decentralisation Be Part of Our Visionary Community: Join us in our quest to transform potential, enrich lives, and make financial planning accessible to everyone.
Launch your business at your convenience with personalised one-to-one support. Benefit from low start-up costs and a fast-track process that can have you operational in just three months.
Our method artfully melds life planning, financial strategy, and accountancy. This synergy presents a sturdy blueprint for securing not only fiscal stability but also emotional, intellectual, and spiritual enrichment. It's an all-encompassing approach tailored for individuals aspiring for a balanced life, anchored by robust financial foundations and life objectives resonating with their intrinsic values.
Our seasoned coaches are at hand to navigate you seamlessly through the intricacies of establishing your new endeavour. Each session is meticulously tailored, addressing your unique requirements and aspirations.
Bespoke One-to-one Coaching
Step into our elite circle of non-intermediating financial planners, immersing yourself in a dynamic community of aligned professionals. Engage in collaborative exchanges, glean valuable insights, and benefit from the collective support of peers as you traverse this evolutionary path.
Premier Network Membership
Benefit from unparalleled mentorship with seasoned industry connoisseurs. They'll guide you in honing business growth strategies, sharpening your expertise, and mastering the distinctive non-intermediating financial planning approach, termed the 'Game Plan'. Leverage their profound knowledge and experience to expedite your professional ascent.
Tailored Personal Mentorship
Elevate your stature as a Game Plan specialist by delving into our esteemed accreditation programme. Immerse yourself in the nuances of non-intermediating financial planning, securing your distinguished accreditation. This hallmark not only attests to your dedication but also underscores your unwavering commitment to delivering unparalleled service to your clientele.
The Game Plan Accreditation
Optimise your operations with our all-encompassing e-Commerce technology suite, designed to empower your clients with unyielding ownership and control over their assets and data. We furnish you with cutting-edge tools and resources, ensuring your back office is set up with precision, processes are automated seamlessly, and your productivity is elevated to its zenith.
Advanced Technology Support
Your journey to success is our shared vision. With our devoted support team by your side, rest assured that every query, concern, or challenge you encounter is promptly addressed. Enjoy limitless e-mail Q&A assistance, and should you require an added layer of support, ad-hoc meetings are readily available at your beck and call.
Unwavering Day-to-day Support
As a valued member of our community, indulge in preferential discounts on an array of indispensable services, amplifying the benefits of your association with us. We've meticulously curated a platform brimming with exclusive deals and offers, tailor-made to cater to the unique needs of generic financial planning advice firms.
Exclusive Savings & Opportunities
Commit to your enduring professional growth. Stay at the forefront of industry advancements with our insightful webinars. Spearheaded by seasoned industry luminaries, these sessions delve into a spectrum of pertinent topics, poised to bolster your professional acumen and skill set.
Pursue Relentless Professional Enhancement
Members unite under a shared vision: reshaping the market through many-to-many marketing. By pooling strengths and resources, members amplify their impact, which is especially beneficial for smaller firms. Collaborative avenues include Joint Ventures, Cross-Promotion, Affiliate Marketing and Co-Creation.
Online Business Owner Collaboration (OBO)
Kick-Start Your Path to Financial Empowerment: Download Your Starter Pack Today
Recognising the distinct aspirations of financial planners, we're dedicated to guiding your transition towards a client-driven approach. Shift from traditional product-focused strategies to a more sustainable plan-based revenue model. Together, let's set a new benchmark in financial planning. Start by subscribing to our newsletter and receive our complimentary starter pack.
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Join our website community for FREE and get access to resources on this site.
"A true trailblazer in non-intermediated financial advice, with a genuine passion to support financial advisers on their transition journey."
"I completed a course on the Game Plan, and it has been immensely helpful in building my financial coaching business, with concise and well-thought-out coaching and valuable support for idea exploration."
"These expert planners possess extensive experience, knowledge, and unwavering integrity, making them an ideal choice for planners seeking growth and development."