Revolutionising Financial Planning: Achieving Success with the Academy of Life Planning.
We are revolutionising the financial planning industry by transforming Investment Advising Financial Planners into highly successful, compliant and profitable Advice-only Financial Planners. With
our tailored, hands-on approach, we provide bespoke support and guidance, making the transition seamless and painless. Our network of like-minded planners facing similar changes, challenges, and
struggles provides a sense of community and support.
We offer a comprehensive range of services, including a license-free blueprint, compliance advice, marketing support, business documentation, proven processes, wealth technology, mentoring,
coaching, training, webinars, helpdesk support, events, and much more. We are the one-stop shop for everything you need to transform your business and achieve success. We instil confidence in you,
your clients, and your business, allowing you to grow your business compliantly, professionally and profitably.
We Lead the Way in Transforming Investment Advisers into Thriving Advice-Only Financial Planners.
Transform Your Financial Planning Business with Us: We specialise in guiding Investment Advisers to become Advice-only Financial Planners, providing tailored support and resources to help you
seamlessly transition and grow your business profitably. Join our global network of successful advice-only financial planners today.
Transform Your Business to Align with Your Values: Achieve Success on Your Terms
We offer tailored, award-winning support to help align your business with your values. Our one-on-one approach ensures that your unique needs are met, and our team stays current with regulations
to provide impartial, sound advice. Trust us to be your reliable partner for efficient and effective solutions.
Our core service brings together the best in personalised online support. This level of support is designed to provide the following:
- The seamless and painless transition from investment advising to advice-only financial planning
- Personalised, one-on-one mentorship support to build your unique branded system
- A compliant, tried, and tested planning process for holistic advice-only financial planning
- Access to a license-free blueprint for a successful advice-only financial planning business
- Regular updates and guidance on relevant industry issues and regulations
- Assistance with creating and updating business documents
- Dedicated support for day-to-day complex issues
- Comprehensive development program for you and your staff
- Expertise in transitioning to an advice-only financial planner model.
Book your one-hour consultation to find out more.