FAQ Still have questions? Book a discovery session
Every question you have about working with MoneyPlan
Total transparency, starting here.
Needs Luis’s input: the live FAQ page’s
questions and answers couldn’t be retrieved during this
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content needs to be copied over manually from the Wix editor. See
OPEN-ITEMS.md.
Are you tied to any bank, insurer, or fund manager?
No. MoneyPlan is fee-only and independent. I don’t receive commissions from any product provider, so my advice isn’t shaped by what pays me best.
Do you sell insurance or investment products directly?
No. I don’t hold an insurance licence. Where insurance genuinely fits your plan, I refer implementation to licensed broker partners, and I don’t take a referral commission.
What happens in the free discovery session?
A 30-minute conversation to understand your circumstances and goals, and to work out together whether a full engagement makes sense. No obligation either way.
What do I get from a Holistic Financial Review?
An independent Statement of Advice built specifically around your circumstances, covering the areas that matter for your situation, delivered for a flat, disclosed fee.