10 Ways To Create Wealth From Scratch

Steve Conley Transforming Cashflow into Life's Opportunities | Founder of Planning My Life & Academy of Life Planning 203 articles March 12, 2022Open Immersive Reader A small proportion of the population can save their way to wealth by applying frugality and deferring earned income (money earned elsewhere) to investments and property. However, saving your way to wealth … Continue reading 10 Ways To Create Wealth From Scratch

The FCA’s Advice Boundary Review: Striking the Right Balance in Financial Guidance

Exploring the implications of the FCA’s new proposals on financial advice. The Financial Conduct Authority’s (FCA) recent advice guidance boundary review marks a significant moment in the landscape of financial advice. The FCA's proposals are rooted in the admirable goal of expanding access to financial advice. However, the nuances of these proposals warrant a closer … Continue reading The FCA’s Advice Boundary Review: Striking the Right Balance in Financial Guidance

Rethinking Financial Advice: Beyond Selling Products

Introduction: In light of the Financial Conduct Authority's (FCA) recent proposals on reforming the advice boundary, it's imperative to examine a critical, often overlooked aspect of financial planning. The prevailing industry approach leans heavily towards managing assets and selling financial products. However, what if there’s a more holistic, consumer-focused way to assist people with their … Continue reading Rethinking Financial Advice: Beyond Selling Products

Maximising Cashflows: The Cashflow Coach Advantage

In the pursuit of financial freedom, the distinction between saving earned income and creating sustainable cashflows is pivotal. The Cashflow Coach, part of the esteemed Academy of Life Planning, offers a revolutionary approach to lifetime cashflow planning. Unlike traditional financial advisers who focus on preserving the cashflows you've already generated, The Cashflow Coach specialises in … Continue reading Maximising Cashflows: The Cashflow Coach Advantage

Integrating Well-being into Financial Planning: The McKinsey Insight and the Academy’s Vision

Introduction: In a financial world often narrowed down to numbers and transactions, the Academy of Life Planning offers a groundbreaking perspective. We embrace a philosophy that goes beyond traditional financial planning, incorporating well-being in mind, body, heart, spirit, and bank account. This holistic approach, recently validated by insights from a leading consulting firm like McKinsey, … Continue reading Integrating Well-being into Financial Planning: The McKinsey Insight and the Academy’s Vision