The Academy of Life Planning Is A Worldwide Pioneering Network Of Non-Intermediating Financial Planning Firms

We see the future of the financial planning industry very differently to everyone else. If you agree with us, then join us.

Reshaping The Global Financial Planning Landscape

When trying to balance your money or your life, use our open banking app to create the game plan. Design a life plan with our book, pack, and app. Voted best financial planning network 2020, 2021, and 2022.

How Do I Plan Other People?

We help you to set up your own planning firm.

How Do I Plan Myself?

We provide free materials for individuals to DIY.

For Individuals

"If you’re considering working with Steve and you’re not sure whether to take that first step, all I can tell you is it changed my life and now I am living a dream life that I never thought was possible." - Emma P.

 

[Full Story On Testimonial Page]

For Planners

“We experienced it with Steve as clients first and then bought the product. Steve has been a champion for and with us in mentoring and training us so effectively that we are in many ways the embodiments of what the Kenwell GAME Plan is.”

- Kenwell FLP

 

About Us

"Steve has done an amazing job leading the Market Integrity Team, bringing together professional bodies, trade bodies and standards boards from all across the financial services industry." - Transparency Taskforce

First Class World Leading Support Network & Fintech

HapNav our Happiness Navigator is shortlisted in the Investment Life & Pensions Moneyfacts Awards as a finalist for Best Use of Technology.

INDIVIDUAL MEMBERSHIP

Our award-winning 'Membership' programme for individuals to create asset strategies includes access to our international community, HapNav - the Happiness Navigator - our exclusive lifetime wealth forecasting app, Your Money or Your Life book, Stand and Deliver workbook, unlimited email support, and much more. Done by you, with you, or for you.

 

PLANNER MEMBERSHIP

Our award-winning 'Annual Mentorship & Membership' programme for planners to create asset strategies for their clients includes our SME blueprint for success, 'open resources',  access to our international planning community, our exclusive lifetime wealth forecasting app, and monthly one-hour one-to-one practice development sessions with Steve Conley. Ask us about the Game Plan!

Our Commitment To Improve The Wealth & Wellbeing Of The Global Population Is Embedded In Everything We Do

We provide personalised one-to-one mentorship, coaching, training, webinars, open resources, and networking opportunities.

It's Like Financial Planning, But Bigger!

We review all your assets, not just your financial assets. We show you how to make money, not just save money. We plan your life, not just your finances. It's like financial planning, but bigger!

 

We are a global network of non-intermediating financial planners. We don't sell products, we sell plans. We don't sell securities, we sell strategies. We don't sell assets, we show you how to make, preserve, and exchange assets from one form to another in a plan.

 

Robo-advice services are readily available to investors. They are available at work or online. They are low cost. Robots can advise on and sell investments in 15 seconds, where a human adviser takes 15 hours to complete the paperwork. Because the investment distribution process has been commoditised by automation, you no longer need intermediaries. Plus. Placing a wall between advice and distribution removes transaction bias and introduces integrity to the advice process. The outcome is better for consumers!

 

We believe the aim of financial planning should be to deliver whole-person wellbeing. That is, physical wellbeing, mental wellbeing, emotional wellbeing, and spiritual wellbeing. Spiritual wellbeing is about self awareness - linked to periodical reassessment of values, purpose and the motivating forces that drive actions. This requires that the adviser plans the client before they plan the money. The client should be treated as the customer, not their money.

 

We see financial life plans being a series of short term plans, each taking you from where you are now to where you want to be.

 

"The idea of your favourite future should be with you for your entire life, a never ending conversation with yourself."

- Michael Clinton is the author of ROAR into the second half of your life (Before It's Too Late), published in 2021.

 

You should aim to achieve wellbeing in a few years time, at the most. The term of the plan should be three years. Because there can be no wellbeing without financial wellbeing, the term of the financial plan must also be three years. We call the combined life and money plan The GAME Plan. The financial planner's focus is placed on showing you how to make money, rather than on saving money you have already made.

 

All around the world people are thinking about the phases of life in a different way, not as three phases – childhood , work and retirement – but as multiple phases of a longer life. We help you to navigate happiness across the cash flow peaks and valleys of this multiple phased longer life.

 

By removing intermediaries from the process, advice no longer has to be given to one person at a time. By making planning tools customer-centric and linking to open banking, planning is made easy. We exclusively offer planners free access to the world's first such tool - HapNav, The Happiness Navigator. By handing the tools to the end-user and running tutorials hundreds of consumers can plan at the same time, for a hundreth of the cost of a conventional adviser. Plugging the advice gap for the mass market.

 

Steve Conley, CEO of HapNav and Academy of Life Planning, says:

 

“The Open Banking-powered end-user financial planning app, delivered to the personal and corporate clients of our global network of financial planners, that aren’t also financial product salespeople, is ground-breaking. One planner can now do one-hundred lifetime cash flow forecasts all at once as part of, say, a corporate financial wellbeing programme or a subscription-style on-line model. The possibilities are endless.”

 

Awards from the Academy of Life Planning. Most Pioneering Financial Planner Network Winner, at the Acquisition International Worldwide Finance awards 2022. Financial Adviser Support Network of the Year Winner 2022, at Corporate Live Wire Innovation & Excellence awards 2022. Twice winner of Best Financial Adviser Support Network in 2021 and 2020, at SME news Finance Awards. Twice winner of an Award For Outstanding Contribution To Finance in 2021 & 2020, at SME news Finance Awards.

 

Non-Intermediating

Financial Planning Should Be About Making Money More Than Saving It.

What Makes Us Different?

We Sell Plans, Not Products. Because Plans Create Wealth, Not Products.

Side With The Best Network

We Show You How To Split Planning And Advice. Business In A Box. Ready To Go!

Best Financial Adviser Support Network & Awards for Outstanding Contribution to Finance in 2020 & 2021

Excellence! Commitment! Dedication!

SME News has again awarded these prizes to the Academy of Life Planning during their November 2021 Finance Awards, adding, "After a tough year (and more!), it is a testament to your perseverance and dedication to have triumphed despite the many difficulties and pressures brought on by the pandemic, and we at SME News are delighted to have been able to recognise your unique contribution to the financial industry's thriving business community". This is a repeat of the Academy's success in 2020.

The services on offer to consumers from the Academy of Life Planning Limited are classed as generic advice, financial information, and financial education. The services offered to planners contain coaching, training, mentorship, and ongoing support on the services. We call these services non-intermediating financial planning.

 

The information contained on this website is the opinion of the individual authors based on their personal observation, research, and years of experience. The publisher and its authors are not registered investment advisers, attorneys, CPA’s or other financial service professionals and do not render legal, tax, accounting, investment advice, or other professional services. The information offered by this website is general education only. Because each individual’s factual situation is different the reader should seek his or her own personal adviser. Neither the author nor the publisher assumes any liability or responsibility for any errors or omissions and shall have neither liability nor responsibility to any person or entity with respect to damage caused or alleged to be caused directly or indirectly by the information contained on this site. Use at your own risk. The author and its publisher disclaim responsibility for updating information and disclaim responsibility for third-party content, products, and services including when accessed through hyperlinks and/or advertisements on this site.

 

There can be no risk of mis-selling when no financial products are ever sold. There can be no bad advice when no personalised advice or recommendations are ever given in relation to the buying or selling of specific investments. Without exception, we do not arrange or bring about deals, make arrangements with a view to transaction, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about liquidation of debt. We simply offer personal financial plans.

 

Our planning services are designed as a stand alone service. If you want financial products, these can be accessed either on a DIY basis using Direct to Consumer (D2C) platforms or via financial intermediaries. If you are looking for a personal recommendation relating to an investment product you should consult a licensed investment adviser. Since the Academy of Life Planning Limited is NOT a financial intermediary firm, or a provider of financial products, or conducting any activities regulated by the UK's Financial Conduct Authority, we are NOT licensed with or regulated by the UK's Financial Conduct Authority.

 

The Academy of Life Planning is registered in England and Wales, registration number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom.

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