Immediate access to exclusive license-free resources to build your own Advice-only Financial Planning business to save you time and money. Our content includes Management Consultancy, The G.A.M.E. Plan, HapNav, Templates, Curated Content, Vibrant Learning Community Network, Monthly 1-to-1 Mentorship, 3-Month Fast Track, Weekly Town Halls, Guest Speaker Webinars, Day-to-Day Support And Much More.
Our Fast Track will have your new business up and running in three months.
First-class monthly one-to-one Zoom meetings to tailor your proposition.
Exclusive access to ground-breaking wealth tech systems.
Sell assets under advice and continue financial planning services.
[Source: LinkedIn Recommendations all at Apr 2022]
I have know Steve for a long time now and have worked with him on various projects. Steve is a true visionary who leads by example and lives by the golden rule of treating others how he would expect to be treated. Steve is actively helping financial planners and consumers to become not only financially abundant but abundant in all areas of their lives. I highly trust and recommend Steve wholeheartedly.
I started working with Steve after attending one of his Born to Be events and it has been invaluable in enabling me to define my focus for moving my business forward as well as achieving the work/life balance I wanted. He not only has a wealth of knowledge and experience to draw from, he has a great deal of integrity meaning you can be confident in the advice and coaching he offers. I know that he is there for me whenever I need further guidance and I would recommend him and the Game Plan highly.
I completed Steve’s course on the game plan last year and it has been very helpful in building my financial coaching business. Steve’s coaching is very concise and well thought out and he is a great sounding board for ideas. I would highly recommend checking out Steve and his offerings, particularly if you are considering setting up a life planning business and particularly if you consider transitioning from “traditional” financial adviser to a life planner.
HapNav - The Happiness Navigator, is the world's first end-user financial planning application with an open banking app inside, available exclusively through the Academy of Life Planning. Brought to you in partnership with Envizage, a WEALTHTECH100 firm. Placing planning tools in hands of clients.
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.
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.
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:
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"Steve’s coaching and GAME Plan process has been extremely helpful in clarifying my goals as a Financial Planner. Steve’s focus is on life beyond just the numbers and I found his insight and approach very useful in planning a more holistic approach to building wealth. Steve is passionate about helping people who may be left out by traditional financial services models and I’d recommend him to anyone wanting to consider life planning beyond just financial products!"
"Steve provides great support to those progressive minded Financial Advisers who look to put the needs and desires of their Clients at the heart of their service offering. Through G.A.M.E, Advisers are able to demonstrate an effective process for helping Clients to produce a plan for their life and then support this with a relevant financial plan. Steve helps Advisers show their Clients how they can plan to achieve their desired lifestyle taking into account their available resources - not just their money."
“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 GAMETM Plan is.”
For your 60-minute no-obligation consultation to discuss your mentorship and membership requirements, please order via our Shop. Place your order today and we will contact you within two working days to arrange an appointment at a time that is convenient for you.
Steve is a real trailblazer and has done an enormous amount to further the cause of non intermediated financial advice. He truly cares about his clients and his passion to help other financial advisers transition to or incorporate non intermediated advice into their existing practices shines through. I am delighted to have engaged him to help with my journey.
Steve is a fantastic professional & a great thought leader when it comes to financial planning & advisory business. Steve is doing amazing work both for clients & financial advisors
under The Academy of Life Planning & HapNav - The Happiness Navigator.
I highly recommend working with him to get the best out of your life & business.
Steve has a wealth of experience and knowledge about the planning profession, and has a high degree of integrity in all that he does. For those planners hoping to sharpen their skills, whether that is in terms of helping their clients or their business, I would not hesitate in recommending Steve.
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