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 Achieve financial independence with simple, straight-forward financial advice.

Gain financial clarity and independence with membership-based, simple & accessible financial advice. Financial advice, the way it should be done!

Get in touch

Does this sound like you?

I want to buy my first home

First home buyers are welcome! No smashed avo judgement here – just practical, proven strategies to help you build your deposit, get your finances in order, and apply for your mortgage.

Learn More for First Home Buyers

I need a bigger home

Kids on the way? Need more space to make #WFH work for you? You’re a next home buyer – and we’re here to help you work out what’s possible, and make your next great move happen.

Learn more for Next Home Buyers

The kids have (almost) left & we want to get serious with our financial future

Being ’empty nesters’ can be a bitter sweet time – the kids are off on their own adventures and not clattering around the house. At the same time this allows you to open up your possibilities and get serious about your financial future!
Learn more for Empty Nesters

I want to make better use of my income & assets

Finance optimising is like a flywheel. When your super, tax and savings cogs are all spinning in harmony, you can stop worrying – and spend more time on the things you really want to do.
Learn more for Financial Optimisers

Financial advice for everyone.
Not just cashed-up retirees.

We’ll help you take control in the following areas:

Get a financial roadmap

Every financial decision you make could take your life down a different path. We’ll show you what different options mean, and create your financial roadmap to make sure you don’t get lost along the way.

Reduce your tax

We’ll help you work out how much and where to invest, so you make the most from your tax entitlements while building your portfolio.

Maximise your income

Your income is one of the most valuable things in your life. Whether you’re on a professional salary, self-employed or juggling multiple gigs, we’ll help you make the most of it.

Increase your savings

We will help you set up the right account structure to put your savings on auto-pilot. This makes it super simple to see where your money is going and make sure you’re on track with your savings goals.

Plan your property purchase

This could be the difference between having a home to call your own, or renting forever. We’ll also help you work through price point, suburb selection and any grants & schemes you’re eligible for.

Plan your loan

Plans are what make dreams possible. Our mortgage brokers will help you work through how much you can borrow,  the deposit you need and which bank is right for your situation.

Multiply your money

Start with just a few $100 a month in an investment fund and with the right risk and return trade-off, you could be on your way to a $50,000 share portfolio.

Boost your Superannuation

It’s everyone’s dream come true, an investment tool that straightens out your retirement and saves you tax too. We’ll help you take advantage of it – after all, it’s called super for a good reason.

Manage risks & access insurance

Life is unpredictable, so you need a safety net in the form of savings and insurance. You can always rest easier with a Plan B in place.

Optimise your Loan

Yes, we can even help with your loan application – whether it’s your first home or an investment property. Our mortgage brokers will work to find solutions that work with your financial plan.

There was a gap.
So we fixed it.

Simple & accessible financial advice. That is what we want to deliver. Professional financial advisers can cost thousands of dollars upfront – so unless you have a high salary, lots of assets or a big inheritance, they’re just not interested.

But what about the rest of us? We believe everyone should have access to financial advice. So, we worked out a better, more affordable (and less overwhelming) way to make financial planning work for everyone.

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We’re here to make a difference.  

At New Era Financial Planning, our mission is to empower the next generation to make smart choices about their money—and their lives.

Because it’s not just about how much you earn—it’s about how you make it work for you.

We combine smart technology with progressive investments and expert guidance to give our members the advice they need, along with practical support for managing life’s admin. We’re here to make money simpler and financial advice more accessible for young families and ambitious couples who want to take control of their future.

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Our Awards

IFA EXCELLENCE AWARDS

INNOVATOR Of THE YEAR – 
INDIVIDUAL

FINALIST 2021

FINANCIAL PLANNING ASSOCIATION

INNOVATOR OF THE YEAR

WINNER 2021

IFA EXCELLENCE AWARDS

TRANSFORMATION OF THE YEAR – INDIVIDUAL

FINALIST 2021

FINANCIAL STANDARD

50 MOST INFLUENTIAL ADVISERS

2022

FINANCIAL STANDARD

50 MOST INFLUENTIAL ADVISERS NOMINEE

2023 & 2024

  • 01

    Start with a quick
    chat

    First things first. The most important part of your situation… is YOU! Book in a quick phone call to tell us more about who you are and make sure we’re the right fit for you.

  • 02

    Free Goals Session

    45-minute

    Kick off your no-obligation trial with a 30-minute Zoom call so we can get to know what your goals are you’ll come away with a few different ways to take control of your cash.

  • 03

    Get your financial
    blueprint

    Become a member to access tailored financial plans, expert guidance, and essential tools to secure your financial future. Join us today!

    Our Promise to You

    Savvy

    We combine financial fundamentals with smart technology and ways of doing things, to bring accessible and affordable advice to our members.

    Clear and Simple

    No bamboozling financial jargon – just advice and guidance that you can understand.

    Practical and Real

    We think about the big picture and plan ahead. You can achieve great things by acting now and breaking the complex down into easy, achievable steps. All while being authentically you.

    We’re ready when you are

    We’ll do the heavy lifting & help bring it all to life
    (without breaking the bank)

    A fantastic, trustworthy, supportive service that has helped me to sort my money goals. I feel a lot safer now when it comes to my money – when it comes to looking after myself and my daughter that is a really important element for me.

    Elle

    31, Melbourne
     

    Ready to take control of your money?

    Kick off your no-obligation trial today – book your 15 minute discovery call
    Get In Touch