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Testimonials

So, don't just take our word for it! See what everyone else is saying about us.

Retire from Work You Dislike, Not from Meaningful Projects You Love:

July 2024 — Greg Heath
Holistic Financial Planner

Greg Heath

"I found the points made here very insightful. As someone who walked away from the financial services profession due to the stress, I fully understand where FS professionals are coming from.

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However, I have since discovered an alternative path: becoming a holistic fee-paying financial planner. It’s still early days, but the feedback from clients has been overwhelmingly positive.

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I provide all the services of a typical financial adviser, except I don't recommend specific products or investments, thereby avoiding intermediary services. This means less heavy-handed regulation, minimal compliance costs, and no overpriced professional indemnity insurance. It's all about delivering excellent service at a fair price—a true win-win for everyone."

Bret Davidson
"Steve Conley, is on a mission to change the advice landscape and I don’t write these words lightly."

Brett Davidson, FP Advance

Video Testimonials

"Steve, I realise we're in two different industries, but life planning, especially at the level you operate, goes beyond just financial planning. Yesterday's session was the best experience of my life. For the first time, I truly saw myself—who John H is—thanks to the exercises we did together. It's not about the money; it's about discovering who you are and why you're here on this planet. What you offer goes far beyond financial advice. You provide the tools to uncover your true self, helping people connect with their authentic purpose. The money is just a part of it, but the real value is in finding out who you are and just being that person. I'm excited about the journey ahead and the new perspective I’ve gained. There’s so much more to come, and I can’t wait to explore it further." - John H - VA, USA

What The Papers Say!

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How I digitisd a life planning proposition. 

Citywire

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Steve writes bi-monthly for his Money Marketing column.

Money Marketing

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Partners with Moneyhub.

FT Adviser

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