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Find your Tribe of financial service heroes.

A thriving community of financial service professionals striving to help their peers grow, flourish and become world class.

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Not about age.

All about mindset.

Being a financial planner  means constantly striving for personal growth.

Sometimes, you need a group of like-minded peers who have got your back. 

We know...

that working in financial services can be hugely rewarding and offers countless opportunities for growing and improving yourself. We know that because we've been there.

We also know...

that sometimes, you want to collaborate, achieve together, grow alongside your peers and develop each other. There are lots of financial planners out there who feel just like you.


we help you flourish as a financial planner by building a community of like-minded, ambitious financial planners who are changing the face of our profession.

Who is this for?

Our financial planning community is filled with a diverse range of financial service heroes, from a range of backgrounds, including:

Financial Planners

Trainee Financial Planners

Compliance Specialists

Business Owners

Financial Administrators

Financial Marketers


Operations Directors

Financial Journalists

and many, many more...

Some of our members...

...and what they do:

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Rich Ellis

Business Owner & Financial Planner

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Emily Pool

Financial Planner

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Jacob Graham


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Bryce Clark

Aspiring Financial Planner

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Mel Ablanalp

Head of Operations

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We asked some of our members what they love about NextGen Planners...

Here's what they said:


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A community of financial planners just like you.

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Innovation and sharing of great ideas.

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Support and guidance to help you grow.

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Hours of independently-curated content.

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Discounts on adviser tools.


Networking with true financial planners.

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A huge discount on the #NEXTGEN Global Conferences.

New for 2023:

Master your communication skills

We want to help the next generation of financial planners become more confident and deliver world class financial planning to all of their clients.


So, we have launched two brand new programmes, specifically for members:

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Membership includes:


Access to our community

Containing hundreds of financial service heroes from all around the globe. Available for you 24 hours a day, 7 days a week, no matter where you are in the world.

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CPD in a Box

Enough Structured CPD to cover your annual requirements (plus IDD requirements). All in video form, expertly curated by our team. No need for stuffy hotel events.


Monthly Masterclasses, Workshops and Challenges

Covering a range of topics across financial services, with experts and professionals from various different fields.


Regular Regional Roundtables and Peer Boards

Your chance to meet up regularly with other members of the community. Discuss important issues, come up with solutions and have fun!

And much more...

A platform built for innovation and collaboration.

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Our community is hosted on Mighty Networks, a platform which gives you access to the community and all of our content on the go, whenever you need it, 24/7. 

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What our members say:


Joel Stevens

"The personal support I've had from NextGen has been second to none. On top of that add excellent teaching sessions, insightful workshops, tons of CPD and invaluable wisdom from other planners from all walks of life. I am without a doubt a better financial planner from being part of the NextGen community."

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Clara Metcalfe

"Couldn't recommend NextGen more. The community is full of amazing people in all different stages of their careers and in differing roles that all contribute to what makes the Financial Planning world great. It's nice to be part of a community that is forward thinking, open minded, helpful, caring and honestly strive to make the industry better in any way they can"

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Taylor Beavis

"I joined NextGen as a sole adviser running my business to help me gain a network of like minded people. The support I've had from NextGen has been outstanding. The network/group is contributed to by some of the most amazing and aspirational individuals and I am proud to be a member."

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Join us:

Ready to change financial planning?



You can sign up to our community using the big button over there.

Once you have joined, you will receive an email inviting you to our community and explaining everything that you need to get started.

Please note that membership is subject to the membership agreement.

Membership price is on a monthly basis until cancelled.

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Do I need to be a financial planner?


We accept all types of financial service heroes in our community. As long as you have the right mindset, you are welcome. 

Can I do a free trial?

We aren't offering free trials at the moment, but we would be happy to jump on a quick call to show you around and see if it is for you. 

How do you keep me safe?

We have a strict first strike policy to protect all of our members from all forms of harrassment and bullying.

Is there a minimum tie-in period?


It's our job to provide you with value. If you're not finding the value, you can just drop us a message to cancel.

Is there an app?

Yes! When you sign up for membership, you get access to the Mighty Networks app, which gives you access to all of our content wherever you are, 24/7. 

Do I have to be a certain age?

Absolutely not. We're open to all who have the same mindset, whatever your age is.

Can I pay annually?

We only offer monthly payments at the moment so that you aren't tied in for a long period.

Do you offer corporate memberships?

At the moment, membership is on an individual basis only. This may change in the future!

How much time does this take?

We understand that you are busy people, so this is a come and go service. You can use it whenever you have the time.

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