When Life Changes,
So Must Your Plan
Major life transitions — inheritance, divorce, retirement, redundancy, or business exit — can bring both money and uncertainty.
“I don’t know who to trust.”
“I’ve never managed money before — I feel overwhelmed.”
“I’m scared of being taken advantage of.”
“Advisors keep circling — it’s exhausting.”
You don’t need a salesman. You need a Holistic Wealth Planner — a trusted ally who helps you plan your life, not just your money.
The Holistic Wealth Programme
A 12-month journey from confusion to confidence.
A structured mentorship that helps you take back control of your financial life — at your pace, with clarity and calm.
No products. No commissions. No conflicts.
Just structure, education, and empowerment.
What You’ll Gain
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Quarterly or Monthly 1:1 mentorship with Steve Conley
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Proven GAME Plan™ system for goal-setting, action, means, and execution
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Ongoing support and digital tools to keep you aligned and accountable
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Holistic integration of your values, purpose, and wealth
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Support through life transitions and recovery after financial harm or exploitation
Your path:
Clarity → Control → Sovereignty → Resilience
Choose Your Coaching Plan
Basic
Quarterly GAME Plan™ mentorship + Academy Membership. Ideal for steady progress.
Standard
Monthly mentorship with ongoing GAME Plan™ updates, HapNav™ app, and full Academy access.
Premium
Unlimited mentorship, full Academy Membership, and priority access to Steve Conley.
All plans include:
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GAME Plan™ done-with-you support via Planning My Life
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Lifetime HapNav™ cashflow forecasting app
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Unlimited expert email support
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Access to peer community and live CPD masterclasses
Additional sessions: £200/hour
Discovery Call: 60-minute consultation £100.
Meet Your Financial Life Coach
Steve Conley — Holistic Wealth Planner, Chartered Financial Planner & Chartered Insurer.
Former Head of Investments at HSBC.
Now empowering people worldwide to become their own financial planners — with tools, frameworks, and the structural trust they were never taught in the industry.
“You inherit wealth, not advisers. My mission is to help you protect it, grow it, and align it with your life — without exploitation.”
From Anxiety to Autonomy
What Clients Say
Very clearly explained advice when I most needed it
"I was recently widowed when I came to Steve to help me sort out my finances. A previous financial advisor had wanted to charge me eye-watering fees that would have meant, at the end of my term with him, I may as well as given him the keys to my flat! Steve charged a much more reasonable fee to help me get my finances in order and was incredibly good at patiently explaining things to me (my bereavements meant I suffered from brain fog, so found it hard to grasp things). I was given guidance on where to invest my money so that it was protected by the FSCS and also how to invest in LifeStrategy products on the Vanguard platform. Our regular meetings 'forced' me to take action and empowered me to make decisions about my financial planning. Steve is incredibly kind, supportive and knowledgeable and I really appreciated his help during one of the most stressful periods of my life. Highly recommended. Thank you Steve!"
Lisa Jackson, Lancing, England, March 2025.
Why This Works When Others Fail
No Conflicts
→ No products. No commissions. 100% loyalty to you.
Proven Tools
→ The GAME Plan™ + HapNav™ — structure, not sales.
Empowerment First
→ Learn to plan your life and manage your money with clarity and confidence.