"This is an excellent tool! I am going to use it with my clients as part of my process. Thank you so much for making it available to us, you are very generous." Kaya Taylor, FCMA CGMA MCSI, Chartered Management Accountant and Holistic Financial Planner. And how you can get the Done-By-You GAME Plan template today … Continue reading 🌊 From Exhaustion to Empowerment: Why It’s Time to Flip the Financial Script
Tag: wealth
Empowered for What, Exactly? Why We Do What We Do
“The aim of life is self-development. To realise one’s nature perfectly—that is what each of us is here for.” — Oscar Wilde At the Academy of Life Planning, empowerment isn’t a buzzword. It’s a mission. A movement. A model. But empowered for what, exactly? The answer is simple, yet profound:To live your life plan. Fully. … Continue reading Empowered for What, Exactly? Why We Do What We Do
From Horse and Cart to Ferrari: The Evolution from Traditional Financial Planning to Holistic Wealth Planning
By Steve ConleyFounder, Academy of Life Planning What’s the difference between traditional financial planning and holistic wealth planning? It’s a question I’m often asked, and the answer is both simple and profound. Andy Agathangelou, founder of the Transparency Taskforce and a lifelong veteran of the financial services industry, once described our work together in a … Continue reading From Horse and Cart to Ferrari: The Evolution from Traditional Financial Planning to Holistic Wealth Planning
Become a Holistic Wealth Planning Business: A Future-Ready Encore Career for Financial Professionals
If you’re a financial professional feeling the weight of regulatory pressure, or a corporate adviser ready for a more values-aligned encore career, you’re not alone. Many experienced professionals in finance, particularly those nearing retirement or recovering from burnout, are rethinking their path forward. They’re asking: “Is there a way to use my skills without compromising … Continue reading Become a Holistic Wealth Planning Business: A Future-Ready Encore Career for Financial Professionals
Holistic Wealth Planning: The Future of Financial Advice Beyond Products
Imagine sitting down with a city banker—someone on a six-figure salary, comfortably supplemented by annual bonuses. The conversation starts predictably: pension contributions, stock and fund investments, perhaps a foray into Venture Capital Trusts (VCTs) or Enterprise Investment Schemes (EISs). Conventional financial planning might recommend maximising these strategies for tax efficiency and long-term growth. But what … Continue reading Holistic Wealth Planning: The Future of Financial Advice Beyond Products
Human Capital: The Missing Piece in Financial Planning
For nearly a century, economists have recognized the value of human capital, yet the financial industry remains fixated on financial capital—predominantly, how to save and invest money that has already been earned. This narrow focus is no accident; it is the by-product of an industry designed to sell financial products, not to empower individuals. An … Continue reading Human Capital: The Missing Piece in Financial Planning
The Strengths of the GAME Plan: A Revolutionary Approach to Financial Planning
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
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
Why Holistic Wealth Planners Approach Problems Differently
Life has a way of throwing curveballs, and nowhere is this more evident than in later life. Whether it’s the sudden loss of a partner, an unexpected health challenge, or a pension pot that falls short, these moments often reveal the limitations of traditional financial advice. Most financial advisers focus on financial capital strategies—essentially, making … Continue reading Why Holistic Wealth Planners Approach Problems Differently
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