When we think of financial planning, it’s easy to focus on immediate concerns—how to save on taxes, how to invest wisely, or how to secure a comfortable retirement. These are important questions, and it’s natural to seek straightforward answers. However, what if I told you that financial planning could offer you so much more? What … Continue reading Embracing Holistic Financial Planning: A Path to Wealth in Every Area of Life
Author: Steve Conley
Steve Conley brings over four decades of innovation and expertise to the forefront of financial planning. As the founder and driving force behind the Academy of Life Planning and HapNav Ltd, Steve has been a pivotal figure in transforming financial services to be more democratic and decentralised. His role as a Game Plan Practitioner, Coach, Mentor, Speaker, and Author of "Your Money or Your Life: Unmask the Highway Robbers - Enjoy Wealth in Every Area of Your Life" underlines his comprehensive approach to financial education.
The Academy of Life Planning, hailed as the "Most Pioneering Financial Planner Network," reflects Steve's commitment to fostering transparency, integrity, and accessibility. This institution serves as a testament to his dedication to enhancing the financial planning landscape.
Under Steve's innovative leadership, HapNav Ltd has launched groundbreaking advancements, including the first end-user financial planning app integrated with open banking. This app guides users towards achieving 'Kokoro'—a life rich in financial, emotional, intellectual, and spiritual abundance.
Recently, Steve introduced "Planning My Life" and "Financial Life Coach"—services that extend his ethos into practical, impactful tools for financial autonomy. "Planning My Life" offers an affordable subscription model, giving members access to an AI Life Planner, comprehensive resources, and expert insights. These initiatives epitomise Steve’s commitment to empowering individuals, nurturing community growth, and contributing significantly to global efforts to eradicate poverty.
Steve's journey is more than a career; it's a steadfast crusade to revolutionise financial education and planning, creating a world where financial wellbeing is not just attainable, but enriches every aspect of our lives. Contact steve.conley@aolp.co.uk.
Transforming Human Capital into Financial Well-being
Welcome to The Financial Life Coach (FLC), part of the Academy of Life Planning. As you approach retirement, you might be concerned about the adequacy of your pension and financial resources. But what if there was a way to enhance your financial security, not just by managing your savings, but by strategically developing your human … Continue reading Transforming Human Capital into Financial Well-being
Rewriting the Rules of Financial Planning: Why Should You Listen to Me?
So, here I am, telling you that financial planning needs a complete overhaul. You might be thinking, "Why should I listen to you?" I get it. The old way of financial planning—focused on selling products—has become the norm. It’s all about pushing financial products, often with little regard for what truly benefits you. You might … Continue reading Rewriting the Rules of Financial Planning: Why Should You Listen to Me?
Why Asking About the Purpose of Money Matters More Than You Think
Recently, one of our members attended a meeting with 100 advisers run by a well-known asset manager. During the session, they asked a simple yet profound question: “Does anyone in this room ask for the purpose of the money?” To their surprise, the question was met with a resounding "no," even from the meeting facilitator. … Continue reading Why Asking About the Purpose of Money Matters More Than You Think
The GAME Plan: Developing Human Capital for Your Future Success
In a rapidly changing world, planning your life and building the financial architecture to support it has never been more crucial. This is where the GAME Plan—Goals, Actions, Means, and Execution—comes into play. It's a holistic approach that not only helps you envision an inspiring future but also equips you with the tools to turn … Continue reading The GAME Plan: Developing Human Capital for Your Future Success
Embracing the Longevity Imperative: How Richard Used the GAME Plan to Redefine His Life
In today’s rapidly evolving world, our understanding of life’s trajectory is shifting. The concept of longevity—living longer, healthier, and more fulfilling lives—presents unique opportunities to reimagine our futures. Richard Morrissey’s story is a compelling example of how to make the most of this longevity imperative. He embraced a holistic approach to wellbeing, and with a … Continue reading Embracing the Longevity Imperative: How Richard Used the GAME Plan to Redefine His Life
Are You Missing Out on a Pension Windfall? The Government Might Owe You Thousands – But Only If You Ask
It seems that thousands of us may be sitting on a financial goldmine and not even know it. Yes, you read that right – the Government might owe you, or your dearly departed relative, a small fortune in state pension underpayments. But here’s the kicker: they won’t give it to you unless you ask. Imagine … Continue reading Are You Missing Out on a Pension Windfall? The Government Might Owe You Thousands – But Only If You Ask
Unlocking the Midlife Side Hustle: Your GAME Plan to Financial Freedom
Ah, midlife. That glorious stage where you finally have it all figured out—until you don’t. Suddenly, the career that once seemed like a golden path to retirement now feels more like a treadmill to nowhere. Your kids (if you have them) are growing up, your parents (if you’re lucky enough to still have them) are … Continue reading Unlocking the Midlife Side Hustle: Your GAME Plan to Financial Freedom
Happiness at Work: A Win-Win for Employers and Employees
In today’s fast-paced world, creating a happy workplace isn’t just a nice-to-have; it’s a must for businesses that want to thrive. While pay and conditions are essential, they’re just part of the picture. The softer aspects of work—like emotional well-being, values alignment, and personal growth—are equally crucial. And when employers invest in these areas, the … Continue reading Happiness at Work: A Win-Win for Employers and Employees
The Evolving Landscape of Financial Advice: What “Independent” and “Restricted” Really Mean Today
The words "independent" and "restricted" have been used for years to distinguish different types of financial advisers. But today, these terms are losing some of their meaning. The reason? Almost all financial advisers, whether they call themselves independent or restricted, are now relying on centralised investment propositions or outsourcing to third-party providers. This means that … Continue reading The Evolving Landscape of Financial Advice: What “Independent” and “Restricted” Really Mean Today
Academy of Life Planning 