MoneyPlan
Trusted by doctors, dentists, expats and small business owners across New Zealand
I specialise in financial planning for doctors, dentists, specialists, and practice owners throughout New Zealand. This is where I have deep expertise, and health professionals make up 70% of my client base.
​From the clinic to the practice room, your focus is caring for others. I’ll help you protect, grow, and enjoy the wealth you’ve worked so hard to earn.
Luis Silva
FOUNDER OF MONEYPLAN AND YOUR PERSONAL FINANCIAL ADVISER.
At MoneyPlan, I provide independent, holistic financial advise that looks at your entire financial life, without being tied to products or commissions.
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I 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.
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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.
How does it work?
FLOW is my 4-step process that helps you move from uncertainty to clarity with a plan that fits your life.
FIRST CHAT
LET'S BEGIN
OUTLINE YOUR PLAN
WALK TOGETHER
Book a free session to see if we’re the right fit.
When you're ready to move forward, you’ll subscribe.
We’ll design a custom plan Delivered in three strategic sessions.
Through monthly check-ins, We’ll help you stay on track.
What clients say
Real feedback from professionals, families, and business owners I’ve had the privilege to work with.
Very kind, dedicated, professional, and reassuring. Great advice, especially for financial novices
Nadav
Health Professional
Luis is knowledgeable and helpful, showing ways and tools to improve both business and personal finances.
Chris
Small Business Owner
Trustworthy, empathetic, approachable, and reassuring. We appreciate seeing all the possibilities within our budget.
Marcela & Oscar
Young Professionals
I feel that Luis always has my best interest in mind and tailors advice to my circumstances.
Laura
Health Professional
Clear explanations that made complex concepts simple, and gave us the confidence to invest on our own.
Sharon
Health Professional
From day one, we will be using tools designed to support the process and visualise your plan.
Personalised portal
A secure online space where you can access your financial plan, track progress, and manage your journey with ease.
Long term planning simulations
Simulate your financial future and chart a course toward your best life
Budget and cashflow
Designed to give you control and clarity over where your money is coming from and where it is going
The best digital tools to empower you on your financial journey.
MoneyPlan digital platform
