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Hear the story of NextGen Planners Community and meet the team of people who are behind it. 

We do things

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The financial planning profession was missing a community of forward-thinking, innovative financial planners who shared ideas and best practice with their peers. NextGen Planners was born.

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NextGen Planners migrated away from just a Facebook group and reached over 100 members!

Meet our

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Adam Owen

Director & Head of Content


Rohan Sivajoti

Director & Head of Partnerships

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Vicky Ngoma

Head of Membership & Event Co-ordination

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Clare Delaney

Head of Operations

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Adam Carolan

Director & Head of Strategy

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Eltoma Eltom

Assistant Designer

Dan Graham

Dan Graham

Head of Marketing

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Amelia Hamilton

Head of Community

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Head Full of Magic


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Our vision is to empower the financial planning community to turbo-charge world class, inclusive, innovative and collaborative people and businesses.

We do this by identifying and solving the biggest challenges in financial planning that prevent people and businesses from becoming world class.


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Quality Education

Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all.

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Industry, Innovation and Infrastructure

Build resilient infrastructure, promote inclusive and sustainable systemisation and foster innovation.

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Reduced Inequalities

Reduce inequalities within and among the profession and promote diversity and inclusion.

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