Your Trusted Partner in Financial Success!
Gain financial clarity and independence with membership-based, simple & accessible financial advice. Join the hundreds of Australians already taking control of their financial future today!
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.
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.
The kids have (almost) left & we want to get serious with our financial future
I want my finances to work in sync
Financial advice for everyone.
Not just cashed-up retirees.
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.
Tackle 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.
Manage 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.
Track 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.
Sort out Super
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
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.
Get your Loans sorted
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.
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.
Our Awards
IFA EXCELLENCE AWARDS
FINALIST 2021
FINANCIAL PLANNING ASSOCIATION
WINNER 2021
IFA EXCELLENCE AWARDS
FINALIST 2021
FINANCIAL STANDARD
2022
FINANCIAL STANDARD
2023 & 2024
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01
Start with a quick
chatFirst 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.
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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.
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Get your financial
blueprintBecome a member to access tailored financial plans, expert guidance, and essential tools to secure your financial future. Join us today!
Our Values
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 helping people like you
We’ll do the heavy lifting & help bring it all to life
(without breaking the bank)