“What I want from you,” said the investor. “Is to do better than the market.” The Planner turned to the investor and stated, “I can’t do that, but I can put in place a plan to make you happy.” “I want you to make me rich, not happy.” Replied the investor. The Peddler stepped in, … Continue reading The Peddler and the Planner
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The Times They Are A Changing: What’s the outlook for Financial Planning for the next 10 years.
Come gather 'round people wherever you roam and admit that … the old order is rapidly fadin’. What financial planning is becoming in 2020’s is very different to what it has been. It is becoming more like … well … “planning”. What it was – the 2010’s. Maybe financial planning used to be very returns … Continue reading The Times They Are A Changing: What’s the outlook for Financial Planning for the next 10 years.
Why it can pay to plan
Why it pays to use a non-intermediating financial planner. Whether you’re looking to increase your life savings, or protect your assets from tricksters, fraudsters and scam artists, there can be clear benefits of talking to independent financial experts. Paying someone a fixed fee of £1,500 to help with your money can feel counter-intuitive but expert … Continue reading Why it can pay to plan
Where’s the reset button?
Press Reset! When to Press Reset: Life Events & Life Plans When might you need to press that life re-set button? You know, the big red one on the top of your head! Life events are significant events that occur throughout your life; these can range from the birth of a child, to marriage or … Continue reading Where’s the reset button?
What’s missing from your money?
Is you! What’s missing from your money? Ever since money was invented, humans, unlike any other living species, have to pay to live on earth! How money comes, how you keep it and how it goes are really important issues for you. You’d like help from people who know what’s best. And you’d really like … Continue reading What’s missing from your money?
Let’s Talk About Money
The Game Plan is a practical, down-to-earth method for planning your life and money. It doesn’t ask you to do anything you don’t love. It does ask you to do things that you’re good at and are well within your capability. The Game Plan Generator has four important components, which when completed will change your … Continue reading Let’s Talk About Money
What’s your legacy?
United Nations Sustainable Development Goals for 2030 Do you have a cause you support? Would you like to support it more? Could it be … Mental health awareness? Save the earth? Action for happiness? Would you like all of your work to be dedicated to supporting that cause, full-time, and you make a decent living … Continue reading What’s your legacy?
Bitter Bonkers but Brilliant!
Your Money or Your Life: Unmask the highway robbers … Enjoy wealth in every area of your life! By Steve Conley An Author’s View (Warning: I hope you’re feeling socially responsible before reading this book!) Disgruntled ex-banker with an axe to grind? At first bitter, then bonkers? Then the author tells you he wasn’t so … Continue reading Bitter Bonkers but Brilliant!
Your Money or Your Life!
Do you want to see world peace and save the planet - before 2040? Here’s what you can do then! Maybe you are appalled at the unaccountable hierarchies of profit and power relishing as warmongers for oil and intergenerational thieves for profit. Perhaps you see greedy bankers consistently place profit before principles. Possibly you are … Continue reading Your Money or Your Life!
Want to know the truth about yourself?
Why would I be willing to invest my own time and money, just so that I can show you freedom, for FREE? Perhaps, you're taking the risk that you can remain on the mundane treadmill of work existence for the best part of 50 years, on the bet you can find freedom in the last … Continue reading Want to know the truth about yourself?
Academy of Life Planning 