Your income works hard. Time to make sure it works for you.
“I know I should have a proper plan. I just never have the time to build one.”
You've built a career that pays well, and it still leaves you wondering where it all goes. Your income puts you well above average, but between long hours, a demanding role, and multiple income sources, you've never had the time, or the trustworthy advice, to build a real plan around it.
Request a free discovery sessionThat’s not a personal failing. It’s what happens when nobody who’s advising you is actually working for you.
I’m Luis Silva, a licensed financial adviser (FSP1009370) working independently, not for a bank, an insurer, or a fund manager. MoneyPlan builds you a holistic plan first, before you commit to any product, so your money finally works as hard as you do.
Not ready to talk yet? Start with the free Professional's Money Audit: eight checks to run once a year on your money.
What this looks like in practice
- A full, honest picture of your income, assets, debts, KiwiSaver, and insurance
- Clarity on what you’re actually trying to achieve, and by when
- An independent read on where the plan is exposed, and where there’s room you’re not using
- A written Statement of Advice, produced to Financial Markets Conduct Act 2013 standards
- A clear answer on whether any product is actually needed, put in place directly with the provider, or through a licensed broker partner where that genuinely helps
Not sure if your income is actually working as hard as you are?
Start with a free, no-obligation discovery session.
Request a free discovery session