Psychological Acceleration & Consciousness Expansion Traditional financial planning focuses primarily on numbers—assets, liabilities, and long-term wealth accumulation. However, the GAME Plan introduces a paradigm shift by moving individuals from ego-focus to soul connection. This transformation is not just about money; it is about self-actualisation and higher consciousness. Breaking Free from Conditioning: The GAME Plan aligns … Continue reading The Strengths of the GAME Plan: A Revolutionary Approach to Financial Planning
Tag: money
A New Route into Financial Planning – No Sales Targets, No Barriers, Just Impact
If you’re considering a career in financial planning but only know the traditional route—the one that’s been around since the 1980s, where it was all about commission, sales targets, and high startup costs—it can feel daunting. The big academies still operate on that old model, tying new advisers into restrictive agreements and product sales to … Continue reading A New Route into Financial Planning – No Sales Targets, No Barriers, Just Impact
Financial Coaching vs. Financial Planning: Which Path Will You Take?
When it comes to financial well-being, there are two distinct but equally important approaches: financial coaching and financial planning. Both serve different needs, focus on different aspects of life, and require different mindsets from professionals who choose to offer them. Financial Coaching: Building Stability and Security Financial coaching is about helping people meet their basic … Continue reading Financial Coaching vs. Financial Planning: Which Path Will You Take?
Can Money Buy Happiness? Exploring Wealth and Well-Being at Individual and Societal Levels
For decades, we’ve been debating whether money can buy happiness. It’s a question that resonates deeply, especially as we navigate an increasingly complex world where wealth disparity and economic pressures are ever-present. While individuals strive for financial security, nations grapple with economic growth as a measure of success. But does more money truly lead to … Continue reading Can Money Buy Happiness? Exploring Wealth and Well-Being at Individual and Societal Levels
Exploring Human Capital: An Inclusive Understanding of Intangible Wealth
In the evolving discourse around wealth and income, the interplay between human capital and financial capital takes centre stage. Total wealth, as I see it, is the sum of human capital and financial capital, net of financial liabilities. Here, financial capital represents tangible assets—those you can see and touch. Human capital, in contrast, is an … Continue reading Exploring Human Capital: An Inclusive Understanding of Intangible Wealth
Empowerment, Not Nudges: A Better Way to Serve Underserved Communities
The Financial Conduct Authority’s (FCA) proposals on targeted support have been widely discussed as a step towards bridging the advice gap. But are we missing the bigger picture? For underserved communities—those who most need accessible, trustworthy support—there’s a crucial difference between empowerment and nudges. While targeted support offers well-intentioned suggestions, it risks funnelling people towards … Continue reading Empowerment, Not Nudges: A Better Way to Serve Underserved Communities
Raising Living Standards: A Welcome Shift for the Public and Holistic Financial Planners
Last week, Keir Starmer made a decisive shift in focus—moving from a narrow "growth objective" to a broader and far more meaningful goal: raising living standards. For the public and holistic financial planners alike, this is a breath of fresh air and a move in the right direction. Why? Because the old focus on growth … Continue reading Raising Living Standards: A Welcome Shift for the Public and Holistic Financial Planners
Debunking Two Myths About the Advice Gap
The term “advice gap” has been widely used in financial services to describe the absence of accessible financial advice for certain segments of the population. However, two persistent myths about this so-called “gap” need to be addressed to ensure we’re truly solving the right problems. Myth 1: There Is a Genuine Advice Gap The first … Continue reading Debunking Two Myths About the Advice Gap
Targeted Support: The Pitfalls of Prioritising Investment Sales Over Personal Empowerment
The Financial Conduct Authority (FCA) recently acknowledged a harsh truth: their new "targeted support" measures won’t deliver "perfect advice" for everyone. The initiative aims to encourage more people to invest and take on long-term financial risks. But as we dig deeper, it becomes clear that this approach prioritises financial capital over human capital, raising significant … Continue reading Targeted Support: The Pitfalls of Prioritising Investment Sales Over Personal Empowerment
From Financial Planning to Holistic Wealth Planning: A Broader Perspective
A fellow Chartered Financial Planner recently shared a thought-provoking post titled, "WTF is Financial Planning?!" It described a solid approach to traditional financial planning—covering goals, managing resources, and ensuring a balance between living well and preparing for the future. While it was a great outline for what many consider "best practice," it made me reflect … Continue reading From Financial Planning to Holistic Wealth Planning: A Broader Perspective
