It wasn’t long ago that an SJP divisional director approached me for Life Planning training for his team.
I said, that’s wonderful—are you changing your business model, then? Are you going to treat the client as the customer, and not the money?
I never heard from him again. Ghosted.
And I can guess why. He found the kind of “trainer” who teaches Life Planning not as empowerment, but as a more sophisticated way to gather assets under management. To fatten the pig before slaughter. To tap into fees, not to transform lives.
That’s the dirty secret. Many Life Planners talk about you, your dreams, your goals—but somehow, the conversation always turns back to how much financial capital you need to buy from them. With a target AUM to feed their own lifestyle.
Exploitation Dressed as Care
I’ve seen the boastful side of this industry.
One “top” Life Planner told me proudly:
“I’ve got forty clients. All C-level executives. Each paying £10,000 a year, one even pays £40,000. I only work half the year—the rest of the time, I’m a ski instructor.”
He was the envy of his peers. The poster child for success.
But not for me.
Because I don’t deliver Life Planning to exploit. I deliver Life Planning to empower. To save lives.
The Dark Side of Exploitation
You doubt me? Let me tell you the cost of exploitation.
When a financial planner robs someone of their life savings, the result isn’t just financial—it’s catastrophic.
- Families ripped apart.
- Survivors paralysed with stress.
- Mental health destroyed.
- Some… ending their own lives because the weight of injustice was too heavy to carry.
And don’t kid yourself that it’s just a few bad apples. Tens of thousands suffer every year.
Advisers are regulated. Regulators permit the exploitation. They stonewall victims for years, sometimes decades. Everyone in the chain looks away. See no evil. Hear no evil. Speak no evil. While tapping into the assets for fees.
That’s not Life Planning. That’s life-taking.
Life Planning to Save Lives
Here’s what I stand for.
Life Planning is not a luxury sales pitch for the wealthy.
It’s not a tool to harvest assets.
It’s a lifeline.
When victims can’t see a future, Rollo May said, that is depression. Life Planning gives back what was stolen: a vision for tomorrow. An inspiring plan. A reason to live.
We use the latest technologies to help survivors reclaim assets, pursue justice, and rebuild lives. This is empowerment in action.
And yes—this is a viable business model. Hundreds of Life Planners around the world already work this way. They save lives. They run successful practices. And we are growing.
We are the structurally trustworthy solution of tomorrow.
We are the Life Planners who save lives.
The Choice Is Yours
So, which side are you on?
Exploit—or empower?
Profit at any cost—or purpose with integrity?
At the Academy of Life Planning, here’s how you can step in:
- Monthly mentorship & membership – £135/month.
- Business-in-a-box – fully trained in 90 days, under £5,000.
- Online training – £395 one-off.
- Peer mentorship – £29/month.
We will equip you. Train you. Mentor you. And yes—set you up to thrive.
So what’s stopping you?
Fear of leaving the old model?
Or are you motivated by love for your fellow human beings, and the courage to build something new?
👉 Contact me today. Let’s design your personal and professional pathway—not to exploit, but to empower.
Because Life Planning isn’t just about money.
It’s about saving lives.
About Get SAFE
Get SAFE (Support After Financial Exploitation) was born from a simple truth: too many victims of financial abuse are left to suffer in silence.
We exist in memory of Ian Davis—for the ones who did everything right, only to be failed by the systems they trusted. We know that behind every vanished pension, every ignored complaint, and every stonewalled letter is a person—frightened, exhausted, and too often alone.
Get SAFE offers more than sympathy. We offer structure, support, and solidarity.
We provide a voice where there’s been silence, and clarity where there’s been confusion.
We stand beside those who have been exploited, not just to help them recover—but to help them reclaim their story and rebuild their future.
Because financial justice is not a luxury.
It’s a human right.
If you or someone you know has been affected by financial exploitation, we are here.
You are not alone.
Learn more at: Get SAFE (Support After Financial Exploitation).
Academy of Life Planning 