Best Use Of Technology.

HapNav was a finalist at The Investment Life & Pensions Moneyfacts Awards 2022 in Best Use of Technology in the Investment Life & Pensions Sector.

HapNav - The Happiness Navigator! - is the world’s first customer-directed Open banking-powered financial planning application. It is available exclusively through the Academy of Life Planning. Register for your FREE 30-day trial.

 

Access Our Comprehensive Partner Ecosystem

We have created a platform of partner exclusives, deals, and offers designed specifically for advice-only financial planning firms.

 

Unlock the full potential of your business with our comprehensive partner ecosystem. Our network connects you with a diverse range of industry leaders, giving you access to the latest technologies, best practices, and new market opportunities.

 

With our partner ecosystem, you can:

  • Increase your reach and expand into new markets
  • Accelerate time to market and improve efficiency
  • Optimise your operations and reduce costs
  • Enhance your products and services with the latest technologies
  • Stay ahead of the competition with access to industry-leading best practices
  • Access offers, deals and discounts negotiated by our growing network.

Our partner ecosystem is designed to help businesses of all sizes and models succeed. Whether you're a start-up looking to grow, or an established company looking to stay competitive, our network has something to offer.

 

Don't miss out on the many benefits of our comprehensive partner ecosystem. Join now and start unlocking the full potential of your business.

 

Meet Our Partners

Explore our partner ecosystem

HapNav - The Happiness Navigator!

Invest with confidence and achieve your financial goals with lifetime cash flow forecasting. Our tool provides investors with a clear and accurate picture of their future cash flows, allowing them to make informed investment decisions and plan for their long-term financial success.

 

With lifetime cash flow forecasting, investors can:

  • Identify potential cash flow shortfalls and take action to avoid them
  • Understand the impact of different investment scenarios on their future cash flows
  • Make informed decisions about when to invest and when to withdraw funds
  • Plan for future expenses and retirement
  • Monitor their progress and adjust their investment strategy as needed

Our lifetime cash flow forecasting tool is easy to use and provides investors with detailed and actionable information. Don't leave your financial future to chance - take control with lifetime cash flow forecasting. Contact us today to learn more.

 

MoneyFitt - Our Personal Finance Content Library

Elevate your financial knowledge and make smarter investment decisions with our comprehensive personal finance content library. Our library offers investors of all levels a vast array of resources and educational materials to help them understand and navigate the complex world of personal finance.

 

With access to our personal finance content library, investors can:

  • Learn about different investment options and strategies
  • Understand the risks and potential returns associated with different investments
  • Stay informed about market trends and economic conditions
  • Develop a solid understanding of personal finance concepts and principles
  • Make informed decisions about saving, spending, and investing

Our content library is regularly updated with the latest information and insights, ensuring investors can access the most current and accurate information. Whether you're a beginner or an experienced investor, our library has something to offer. Don't miss out on the many benefits of our comprehensive personal finance content library. Sign up now and start elevating your financial knowledge today.

Life Search Expert - #1 Life Insurance Brokers

Life insurance is an important investment that can provide financial security for your loved ones in the event of your unexpected passing. However, the process of finding the right policy can be overwhelming. This is where a life insurance broker can help.

 

A life insurance broker specializes in helping clients find the best policy for their needs and budget. They work with multiple insurance companies and can offer a wide range of options.

 

Benefits of using a life insurance broker include:

  • Access to multiple companies and policies: Brokers have access to a wide range of insurance options, which means they can find the best policy for your specific needs and budget.
  • Expertise: Brokers have a deep understanding of the insurance industry and can guide you through selecting a policy, answering any questions you may have, and helping you understand the fine print.
  • Personalized service: A broker will take the time to get to know you, understand your specific needs, and find the best policy.
  • Cost savings: Brokers can often negotiate better rates and policy terms than you could.
  • Convenience: Brokers handle all the legwork and paperwork, so you don't have to.

In summary, a life insurance broker can help you find the right policy to protect your loved ones, offer expert guidance, personalized service, and cost savings, and save you time and hassle.

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