At the Academy of Life Planning, our mission is crystal clear: we are here to "Eliminate poverty, evolve humanity." Our ultimate goal is to eradicate the fear of financial instability, ensuring that everyone can meet their basic needs without worry and fully embrace the life they desire. Our approach begins with establishing a solid financial … Continue reading Empowering Lives, Eliminating Poverty: The Academy of Life Planning’s Mission for Human Evolution →

Introduction:"The life, asset, and cashflow strategist is an unassuming hero. In the pursuit of our noble purpose to eradicate world poverty, we bestow upon humanity the chance to ascend towards true excellence in life, asset, and cash flow strategy. Our unwavering commitment lies in upholding market integrity, ensuring a resolute wall stands between advice and … Continue reading The Sage Ally: 12 Ways I Champion My Clients’ Journey to Financial Triumph →

Are you a Financial Ecosystem Adviser or Financial Asset Adviser? I think we can all agree, well us financial planners at least, that cash flow forecasts are essential when it comes to financial planning. If you are not using cash flow forecasts, then you are at best a needs and shortfall analyser. Without which suitability … Continue reading How to Choose the Right Adviser: Financial Ecosystem vs. Financial Asset Advisers →

Financial planning is a critical aspect of securing one's financial future. However, many might not realise that the conventional approach taught in certifications like the Certified Financial Planner (CFP) or Chartered Financial Planner (ChFP) only scratches the surface of true financial planning. This blog post explores the missing pieces in traditional financial planning and sheds … Continue reading Unveiling Proper Financial Planning: Beyond Traditional Solutions →

Title: The Added Features and Benefits of Working with a Generic Financial Planning Adviser Introduction: When managing your finances, seeking professional guidance can be a game-changer. While financial coaches and advisers offer valuable services, some distinct features and benefits set generic financial planning advisers apart. This article will explore the advantages of working with a … Continue reading The Added Features and Benefits of Working with a Generic Financial Planning Adviser →

As the July 31 deadline for meeting tough consumer duty regulatory requirements approaches, I understand the anxiety and uncertainty that many small firm financial planners may be experiencing. The challenges of adapting to new standards for product selling can be overwhelming, leaving some contemplating quitting or relinquishing their cherished autonomy as business owners to join … Continue reading Navigating the Regulatory Landscape: A Path for Financial Planners to Thrive →

Prepare to witness the collapse of many high-profile financial well-being projects, for they are doomed to fail. Their rhetoric may paint a picture of a bleak future, urging the masses to save more. However, the truth is that today is already bleak. We find ourselves amidst the most severe cost-of-living crisis in recent memory, a … Continue reading The Failure of Financial Wellbeing Projects: A Call for Change →

In a world where the financial needs of the general public often go unnoticed, conventional tactics focusing solely on long-term savings fall short of addressing their unique requirements. It is time to expose the truth: the financial industry has been draining the pockets of the masses instead of filling them with abundance. This poor productivity … Continue reading Unleash the Power of Financial Planning: Empowering the Masses for Prosperity →