Advisor
LuisLICENSED FINANCIAL ADVISER FMA: FSP1009370
Traditional financial advisers usually focus on just one area — mortgages, insurance, or investment products. At MoneyPlan, we take a different approach. We provide independent, holistic financial advise that looks at your entire financial life, without being tied to products or commissions. We begin by getting to know you — your story, your values, and your goals. Together, we’ll create a tailored plan that integrates every part of your finances: income, expenses, property, investments, retirement, and lifestyle. This isn’t just about numbers — it’s about creating a strategy that works for you and evolves with you. I’ll be your partner every step of the way, helping you gain clarity, confidence, and long-term peace of mind. Luis Silva FOUNDER OF MONEYPLAN AND YOUR PERSONAL FINANCIAL ADVISER.
Ideal Clients
FIRE
High Income
Healthcare Professionals
Focus Areas
FIRE Planning
Small Business
Retirement Planning
Pricing
Subscription
Flat Fee
Availability
Accepting new clients
Credentials
LICENSED FINANCIAL ADVISER FMA: FSP1009370
Business
MoneyPlan
Location
New Plymouth, Taranaki, New Zealand
Meeting Options
Remote, In-Person
Languages
English Spanish
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