The Academy of Life Planning
Plan Life First. Then Money.
A modern Academy for people and professionals transitioning away from product-led finance into Total Wealth Planning — restoring human agency through human capital awareness, financial clarity, and AI-powered planning tools.
No sales pressure. Start with a conversation — or explore independently.
Your Path Into the Academy
You don’t need to decide everything today.
Choose how you want to start.
This Pathway Is for You If You Want To:
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Become an accredited Total Wealth Planner
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Transition away from product-led advice
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Build a done-by-you + done-with-you hybrid practice
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Work directly with clients using a clear, ethical method
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Earn a living through judgement, clarity, and process
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Operate as a confident solopreneur, not an employee
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Future-proof your career in a post-commission world
This Pathway Is Not for You If You’re Looking For:
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Financial-product distribution
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“Get rich quick” coaching
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Passive income schemes
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Generic life-coaching certification
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A franchise or scripted sales model
This clarity protects everyone’s time — including yours.
What Is a Total Wealth Planner™?
A Total Wealth Planner is a modern professional who helps restore human agency in financial decision-making by integrating:
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Human capital
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Financial capital
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Life planning
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AI-powered planning tools
to help clients make confident decisions across:
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Money and financial structure
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Work, income, and career direction
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Timing, trade-offs, and life transitions
You are trained to deliver one disciplined outcome:
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A clear, client-owned Total Wealth Plan.
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No advice dependency.
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No product bias.
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Just structured planning.
You don’t just learn a method.
You become an accredited GAME Plan Practitioner operating a hybrid planning model.
Could you be a Total Wealth Planner?
If you’re drawn to purpose-led planning — life first, money second — this quick readiness quiz will show you where you’re already strong, and what might need building before you make the leap. It’s completely free, takes 4 minutes, and your results are delivered instantly.
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One Ethical Method. One Proven Process. One Professional Standard.
We train you to work using:
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The GAME Plan™ — a structured planning method clients can understand and own
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A repeatable client journey — clarity call → plan → review → optional support
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A product-free model — your income comes from planning, not commissions
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A formal accreditation pathway — Total Wealth Planner status
This keeps your work:
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Clean
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Compliant
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Client-centred
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Scalable
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Professionally credible
Your Pathway Into Total Wealth Planning
Step 1 — Discovery Call (Free)
We explore your background, goals, and fit. Book here.
(alternatively book full one-hour strategy session for £200)
Step 2 — Total Wealth Plan Experience (Free)
You complete your own Total Wealth Plan using the AI GAME Plan. Try it here.
Step 3 — Try a Total Wealth Plan Training Taster (£4.99)
You can test the human capital training module of the Total Wealth Planner accreditation programme by watching the two-hour video here.
Step 4 — Three ways to become an accredited Total Wealth Planner — self-paced, supported, or accelerated.
Most serious transitioners choose the Fast-Track.
Three Pathways.
One Professional Destination.
Why Total Wealth Planning Is Growing
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Clients want clarity, not products
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Professionals want independence, not quotas
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Regulators are moving away from conflicted models
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AI is shifting agency from experts back to individuals
This is not a trend.
It’s a structural shift.
A shift toward restoring agency to individuals and judgement to professionals.
The Academy exists to prepare professionals for that reality — with a formal transition pathway into a new professional identity.
Martin Turbin
(Chartered Financial Planner)
“A true trailblazer in non-intermediated financial advice, with a genuine passion for supporting advisers on their transition journey.”
Richard Johnston
(Chartered Financial Planner)
“An ideal choice for planners seeking growth grounded in integrity.”
