MoneyPlan.Coach
Financial Clarity for the Life You Want to Live.
Personalised financial planning delivered by a Qualified Financial Adviser.
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
Book a free session to see if we’re the right fit.
When you're ready to move forward, you’ll subscribe.
OUTLINE YOUR PLAN
We’ll design a custom plan Delivered in three strategic sessions.
WALK TOGETHER
Through monthly check-ins, We’ll help you stay on track.
Ready to FLOW ?
Designed for People Like You
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
The Focus Areas That Will Transform Your Financial Future
Financial Freedom
Tax Management
Budget and Cashflow
Estate Planning
Debt Management
Home Ownership
Investments Instruments
Retirement Planning
MoneyPlan Digital Plarform
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.
Your Success, Your Experience
Whether you need a one-time strategy boost or a long-term partnership, each option is designed to help you move forward with clarity, confidence, and a plan that fits your life.
Intensive On Off
A one-time, 90-minute private session for clarity and direction on a critical financial decision.
​​For those facing high-stakes choices like buying property, changing careers, launching a business, or reworking their financial strategy.
Pre-session intake to clarify goals
90-minute 1:1 strategy session
Post-session action summary
Follow-up Q&A
Signature Experience
An exclusive, ongoing partnership tailored to your unique goals, lifestyle, and legacy.​
For those seeking long-term financial clarity, wealth growth, and confident decision-making — without second-guessing every move.
Private onboarding + 3 strategic sessions in your first month.
Monthly 1:1 sessions for continued growth & guidance
Personalised wealth strategy, cashflow mastery, and investment guidance.
Access to premium tools + your secure client dashboard
Executive Partnership
A premium advisory experience for business owners, entrepreneurs, and high-net-worth individuals.
For those managing complex personal and business finances, looking to optimise, protect, and scale their wealth with expert support.
Includes everything in Signature, plus:
Private monthly business finance + strategy sessions
Advanced investment and estate planning advisory
Quarterly reviews with curated guest experts
Let’s chat about what works best for you.
Global Access, Locally Driven
Join our program from anywhere in the world, at your convenience! Whether you’re lounging on your couch or working at your kitchen table, all you need is a device with internet connection.
You can complete the program, including one-on-one sessions, directly from your device.
With a fully digital format, you can easily access everything through our user-friendly MoneyPlan Hub, making it simple to fit your financial planning into your life.
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.
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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.
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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.
Luis Silva
FOUNDER OF MONEYPLAN AND YOUR PERSONAL FINANCIAL ADVISER.
Community-Priced Access
At MoneyPlan, We believe financial planning should be within reach for everyone. I understand that some people are facing financial challenges, and I want to ensure no one is left behind. If you feel you can't afford my services, simply email me to request a discount, and I’ll get back to you as soon as possible.
When you get your MoneyPlan, you’re not just investing in yourself—you’re also helping others who need a little extra support.