For over a decade, the Academy of Life Planning has stood for one simple truth: plan life first, money second. We’ve trained planners and empowered individuals around the world to make financial planning transparent, product-free, and life-centred.
Now, as we step into a new season, we’re entering an exciting new chapter. The Academy is evolving into two distinct but connected bodies, designed to serve both professionals and the public more powerfully.
Two Bodies, One Mission
🌐 The Academy (Member-Cooperative)
A professional cooperative, run for and by its members. This will act as a professional body, supporting planners with accredited qualifications, mentoring, and a collective voice for holistic financial planning.
💙 Get SAFE (Charity)
A dedicated charity focused on the public, offering free-to-need guidance to help people avoid and survive financial exploitation. This ensures that support reaches those who need it most, without financial barriers.
Together, these two entities strengthen our independence and integrity. They give us the structure to empower professionals and protect consumers — two sides of the same mission: replacing extraction with empowerment.
Live Vision Sessions
To mark this transition, I’ll be hosting a series of Live Vision Sessions on Zoom. These are open discussions where I’ll:
- Share more about this new phase of development
- Explain how the Academy and Get SAFE will work together
- Answer your questions directly
- Invite you to share your thoughts and shape the journey with us
This is your opportunity to be part of something bigger — not just to witness the evolution of the Academy, but to play a role in shaping the future of financial planning.
How You Can Get Involved
There are three simple ways to step forward with us right now:
1️⃣ Join a September programme — such as GAME Plan Mastery, Life Reset, or a Coaching Pack — and directly support this transition while gaining maximum personal and professional value.
2️⃣ Take part in a Live Vision Session — bring your questions, insights, and voice to the table.
3️⃣ Stay connected — share this news with colleagues or friends who believe in transparent, empowering planning.
Building the Future Together
We believe the future of financial planning is not about products, commissions, or extraction. It’s about sovereignty, structural trust, and empowerment.
By splitting the Academy into a member-cooperative and a charity, we are creating a foundation that will last — one that uplifts professionals and protects the public.
This is not just an organisational change. It’s the next leap forward in a movement. And we’d love for you to be part of it.
👉 Keep an eye on your inbox for session dates and programme links. I look forward to seeing you live.
With gratitude and excitement,
Steve Conley
Founder, Academy of Life Planning
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 for people like Ian—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 