Home of Non-intermediating Financial Planning
We serve as a pivotal support hub, offering comprehensive resources for start-up assistance, ongoing operational support, essential tools, advantageous deals, educational materials, professional training, a community-driven forum, accreditation services, and expert mentorship.
Welcome to the Academy of Life Planning. Our Vision for the Future: We stand apart from conventional financial planning services. At the heart of our mission is the drive to revolutionise the sector. Our ambition is a world where consumers confidently steer their financial journey. Within our framework, financial planners act as guiding lights, not middlemen, and we're deeply committed to realising this transformative vision. Empowering You: Our methodology is pioneering. We entrust you with complete control and ownership of your assets and data. While this may seem unorthodox to some, we view it as a critical stride towards true financial emancipation. Holistic Offerings: Our suite of services is meticulously crafted to ensure you flourish in this reshaped financial environment. From bespoke coaching to a wealth of educational materials, we're your trusted partner, offering the expertise and sustained assistance you need. Educate, Not Sell: We don't peddle financial products. Our aim is to empower you with the knowledge to make informed choices in the market, restoring the decision-making power to its rightful place—with you. Guidance Towards Neutral Resources: Should the need arise, we can guide you towards publicly available independent surveys, presenting product and service providers in a neutral light. It's imperative to note that we are not affiliated with or representatives of any specific providers, nor do we receive remuneration for introductions. Our stance is resolute: to ensure market integrity, a clear distinction must be maintained between advice and product. Recognising the Transition's Complexity: We understand that the journey from an intermediating to a non-intermediating financial planner can feel overwhelming. That's why we stand by your side, offering unwavering support throughout this pivotal transition. Enhancing Skillsets: Our tailored training programmes assist product providers in evolving into generic financial planning advisers. This transformation equips them to deliver a broader, more personalised suite of services. Guidance Throughout Your Journey: As you embrace this innovative model, we're with you at every juncture. Leveraging our resources, training, and insights, we ensure your transition is smooth and successful. Our Fundamental Principles: Empowerment Integrity Innovation Community Personal Growth Decentralisation Are You Ready to Be Part of a Future-Defining Community? Join our movement today. Together, let's redefine potential, enrich lives, and democratise financial planning for 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.
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.
"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."