Academy of Life Planning: The Game Plan For Everyone.
Leave No One Behind!
Future Vision: We're not just another financial planning service; we're a catalyst for change. Our vision is a future where consumers are empowered to take control of their financial wellbeing. Financial planners in our model serve as guides, not intermediaries. We're committed to making this vision a reality. Handing Over Control: Our approach is groundbreaking. We hand over control and ownership of assets and data to you, the end-user. While this may be a novel concept for many, we see it as a vital step in fostering financial independence and empowerment. Comprehensive Services: We equip you with a wide array of services designed to help you thrive in this new financial landscape. From personalised coaching to educational resources, we provide the tools, knowledge, and ongoing support you need. Empowerment Over Sales: We're not in the business of selling financial products. Instead, we teach you how to buy your own products from the market, putting the power back where it belongs—in your hands. Introductions to Product Sellers: If you require, we can introduce you to product sellers, ensuring you have access to the resources you need while maintaining your autonomy in decision-making. Understanding the Challenges: Transitioning from an intermediating to a non-intermediating financial planner can be daunting. We get it. That's why we're committed to supporting you through this essential, yet challenging, shift. Training for Product Sellers: We offer training programmes designed to help product sellers transition into roles as generic financial planning advisers. This enables them to offer more comprehensive and personalised services. Supporting Transition: We're here every step of the way as you transition to this new model. With our training, resources, and guidance, we help you navigate this shift successfully. Our Core Values Empowerment Integrity Innovation Community Personal Growth Decentralisation Ready to Join a Community That's Shaping the Future? Become a part of our movement today. Together, we can unlock potential, transform lives, and make financial planning accessible, empowering, and transformative for all.
What We Offer Planners.
Helping You Take That First Step.
We understand the unique needs and aspirations of financial planners like you. We are committed to empowering you to transform your business to a client-led model and embrace a better commercial model centred around plan-based revenue streams rather than traditional product-based approaches. Together, we can redefine the future of financial planning and elevate the standard of service. Begin your journey by signing up to our mailing list and downloading our FREE starter pack.
"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."