Open For Business
Open For Business

The Virtual Global Life & Money Adviser Mentorship Programme

Become a Non-intermediating Financial Planner - Trained & Authorised on the GAME Plan.


We hope you and your family are safe and well during this global life & money emergency. How’s it going with you and your clients in lockdown? Have you gone virtual yet? Seems the lockdown is going to be repeated in cycles. Once clients get used to it, remote will be the new way of working. It's important that you are able to work from anywhere serving clients remotely in their homes.


Now is the time of a global life & money emergency. There has never been a greater need for virtual life & money planners. Step up to the plate. Your country needs you more than ever. This could be your calling, your vocation, the difference you can make in the world, your lasting legacy!


If ever you fancied doing life & money planning virtually, we're helping a few of our contacts get together online and we're sharing our materials with them to set up a business or side-line business to bring in extra income under stay-at-home orders. It's our virtual mentorship.


Even in lockdown, 30 clients could pay up to £30k upfront, and £15k per annum. 


What do the celebs have to say about us ... George Kinder, Brett Davidson, Citywire, Money Marketing all seem to think it’s a great idea.


If you could do with some extra income right now, we have 20 places going for annual mentorship at £45 per month. If you’re interested just let us know.


Twelve-months Virtual Mentorship via interactive programme - £450 (or pay £45 per month, cancel at any time). Fast track is an intensive three-month version available for £950. Ask for details.


Virtual Mentorship includes:

  • Quarterly one-to-one in person with Steve one-hour video call.
  • Unlimited availability to Steve by mobile or email as and when questions/ problems arise.
  • Monthly global interactive video conference with the life & money planning community – sharing insights, methods, practice management techniques and market developments.
  • Full access to extensive library of practice materials for use free from licence.
  • Peer group structured mentorship for case sharing.
  • Home study programme to learn ‘The GAME Plan Generator’.
  • Virtual ongoing case review support for real life back at home client cases.
  • Practice management guidance and support.
  • Continuing education opportunities at a discount.
  • Option to book more time with 50% discount off standard rates.


Due to the covid-19 outbreak, there are currently no public events, workshops or residential training courses. Everything uses remote working best practice. 


Applicants may already be, but not necessarily, qualified as a financial planner (the science) or a life planner (the art) of life and money coaching. This virtual life & money adviser programme aims to build on those skills and the material outlined in Steve’s book:


Your Money or Your Life: Unmask the highway robbers – enjoy wealth in every area of your life. £11.99 in Shop (Free postage).



See what the celebs had to say about our Virtual Adviser programme:

Citywire/ NMA

Money Marketing

Kinder Institute

Ten Exclusive New Skills You Will Learn


Unique to this programme only, this equips mentees with the following TEN exclusive skills.

  1. The G.A.M.E. Plan Generator: Understanding and proficiency in the non-intermediating financial planning system and using methodology behind The Game Plan.
  2. Multi-Dimensional Planning: The Planner helps the client create wealth in every area of their life. Mind. Body. Heart. Spirit. And Bank Account.
  3. Natural Cycle from Creation to Manifestation: Deep understanding of the ancient roots and natural laws supporting the system.
  4. The Financial Freedom Forecaster: Using lifetime cash-flow forecasting tools to put the financial architecture (Means) in place to support Goals.
  5. Multi-dimensional & Virtual Personal Coaching: To support the Execution stage.
  6. Virtual Business Coaching: To align life, money and business for your clients with methods from a multi-award-winning multi-market-leading proposition architect.
  7. Non-intermediating financial planning (NIFP): A unique method of financial planning that is non-regulated.
  8. Virtual Adviser: How to deliver financial planning remotely, online. To domestic and international clientele.
  9. Values-based: How to be faith neutral, faith friendly, acting with integrity and being respectful of diversity and the planet, from the values-based adviser and award-winning founding lead of the market integrity team of the Transparency Taskforce.
  10. Business & practice management support and guidance from experienced business development professionals.


The programme leads to accreditation, registration and listing as a Registered Game Planner (RGP) on the Academy of Life Planning website. The leader, Steve Conley, posts topic and agenda ahead of virtual meetings. Calls are interactive – utilising chat rooms to encourage audience engagement.


Join our non-intermediating financial planning network, be part of the advice revolution to plug the advice gap.


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