Are you ready to take your career to the next level? The Academy of Life Planning offers you more than just membership—it’s your gateway to transformation. Whether you’re an adviser seeking to break free from product-focused models or a planner ready to build a lifestyle-aligned financial planning business, we’re here to guide you every step of the way.
What You’ll Gain as an Academy Member
- A GAME Plan Accreditation
With our flagship GAME Plan accreditation, you’ll gain the tools and framework to deliver client-centred, holistic financial planning. The GAME Plan empowers you to help clients align their financial strategies with their life goals, integrating their values, aspirations, and purpose. It’s not just a certificate; it’s a transformative process that sets you apart. - Exclusive Membership Resources
Gain access to our extensive library of tools, educational content, and planning software. These resources are designed to enhance your knowledge and give you a competitive edge in offering bespoke financial strategies to your clients. - One-to-One Mentorship with Steve Conley
As an Academy member, you’ll benefit from personalised mentorship from me, Steve Conley. With decades of experience transforming financial lives, I’ll guide you through the nuances of becoming a successful holistic planner. Together, we’ll refine your skills and build your confidence. - Peer Mentorship and Community Support
Join a global network of like-minded professionals. Through collaborative mentorship and community forums, you’ll exchange ideas, share experiences, and find support from those on the same journey. - Guidance for Lifestyle-Aligned Business Setup
Starting or transitioning your business can feel overwhelming—but not with the Academy by your side. We provide step-by-step guidance to establish a financial planning business that aligns with your lifestyle and values, helping you achieve success on your terms. - A Proven Path to Growth
Beyond starting your business, we’ll help you grow it. From marketing strategies to operational best practices, we ensure you have everything you need to scale sustainably while maintaining your focus on serving clients ethically and transparently.
Why Choose the Academy of Life Planning?
At the Academy, we don’t sell products; we sell empowerment. Our mission is to democratise financial planning, making it accessible, ethical, and centred on the needs of real people. We combine education, mentorship, and community to create an environment where you can thrive as a professional while making a genuine difference in your clients’ lives.
Your Next Step
Are you ready to build a career and a life that aligns with your values?
Join the Academy of Life Planning today. Let’s redefine what financial planning means—together.
Visit our website or book a discovery meeting to begin your journey.
Academy of Life Planning 