Take control of your money – without the jargon, the judgement, or the five-figure price tag

Award-winning financial advice built for everyday Australians — not just cashed-up retirees. Get a clear plan, ongoing support and a partner in your corner, all on a simple membership.

       EXCELLENT  
   Based on 16 reviews 
    
 
 
 
   
 
 
      Posted on Google  
   
   Shane Slattery 
 10 March 2026
 
 
 Trustindex verifies that the original source of the review is Google. My wife and I worked with Daniel and the team at NewEra to put together our financial plan. We have found them to be a trustworthy and professional Financial Advisor. Always willing to answer any queries we had throughout the process. Would highly recommend.
  
 
     Posted on Google  
   
   Janet Lawson 
 14 November 2025
 
 
 Trustindex verifies that the original source of the review is Google. I'm very happy with the guidance provided by New Era Financial Planning. Having worked full time for most of my life, the thought of retirement with ongoing financial security was daunting. From my first meeting with Daniel I had a greater understanding and confidence that I am able to plan to retire in the near future with a positive financial plan to support me.
  
 
     Posted on Google  
   
   Virginia Adlide 
 29 September 2025
 
 
 Trustindex verifies that the original source of the review is Google. +0
Daniel Thompson is the most trustworthy person I could leave my super with; he manages it safely and wisely. With the world in chaos these days, I feel protected by Daniel.
  
 
     Posted on Google  
   
   Naomi Starmer 
 26 September 2025
 
 
 Trustindex verifies that the original source of the review is Google. My partner and I were very new to the world of financial planning and we had been trying to break into the property market. Daniel quickly made us feel at ease and he took his time to really understand our financial circumstances. Daniel is able to take complicated financial concepts and make them accessible. We felt understood and established a trustworthy working relationship with Daniel and his team and they were super flexible to work with (invaluable when you're working full time with young children!) Now that we have bought our first home, we're keen to build on the advice Daniel has given us and we're looking forward to working with him in the future.
  
 
     Posted on Google  
   
   Alan Pincus 
 26 September 2025
 
 
 Trustindex verifies that the original source of the review is Google. Daniel is a terrific financial planner and a very personal & friendly individual, whilst still being professional. Daniel is easy to talk with,and keeps a close eye on the investments. We've been dealing with him for approximately 10+ yrs. Our family highly recommends him.
  
 
     Posted on Google  
   
   Ian Rolfe 
 26 September 2025
 
 
 Trustindex verifies that the original source of the review is Google. Good service and a pleasure dealing with Daniel.
  
 
     Posted on Google  
   
   Rafe Morris 
 26 September 2025
 
 
 Trustindex verifies that the original source of the review is Google. Daniel's great. Knows his stuff, generous with his time, lovely guy.
  
 
     Posted on Google  
   
   John Tompson 
 14 March 2025
 
 
 Trustindex verifies that the original source of the review is Google. My wife and I have had the privilege of Daniel's financial services assisting us over some decades. We have found him to be both professional and approachable in all his dealings with us. It's been a great relief to have had our finacial future placed on a secure footing as we moved into retirement. We would have no hesitation in recomending Daniel to anyone needing to map out a financially secure future
  
 
     Posted on Google  
   
   Adrienne Hilton 
 10 March 2025
 
 
 Trustindex verifies that the original source of the review is Google. The best!
  
 
     Posted on Google  
   
   Louise 
 10 March 2025
 
 
 Trustindex verifies that the original source of the review is Google. Having had Daniel Thompson's assistance with financial planning over many years I can highly recommend his services through his business New Era Financial Planning.  Daniel's experience and knowledge has allowed him to provide advice and benefit us across multiple generations of our family.  He supports our young adult children in starting their careers and assists them to make well grounded and informed financial decision (an essential time to start we believe), he supported myself during my working career and now recent retirement and also my elderly parents.  We highly recommend Daniel for his professional, intuitive approach with access to broad resources as well as carefully considered solutions that are underpinned by his proactive responses to our needs.
  
 
 
  
 
   Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

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

ACTIVAM IMPACT AWARDS

PROGRESSIVE ADVISER OF THE YEAR

FINALIST 2025

Daniel Thompson - Financial Advisor Wollongong

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

Does this sound like you?

I want to buy my first home

First home buyers welcome – no smashed avo judgement here. Just practical, proven strategies to help you build your deposit, get your finances in order, and get the keys.

Learn More

I need a bigger home

Kids on the way? Need more space to make working-from-home work? We’ll show you what’s possible and help you make your next move with confidence.

Learn more

The kids have (almost) left

Empty-nester years are bittersweet — and a real opportunity. Let’s get serious about the future you’ve been putting off for everyone else.

Learn more

I want my money working harder

When your investments, tax and savings are all pulling in the same direction, you stop worrying and start building. We’ll get the flywheel spinning.

Learn more

There was a gap.
So we fixed it.

Good financial advice has always come with a catch: huge costs upfront. Unless you have a C-Suite salary, big assets or an inheritance, most advisers simply aren’t interested. On top of that, most advisers start with the end product or investment – not your goals, what matters & the right strategy.

We thought that was backwards. The people still building their futures are the ones who stand to gain the most from the right strategy & plan. So we built a better, more accessible, far less overwhelming way to make financial advice work.

See how it works

What our members say

“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 – Needing clarity & confidence

“So much clarity. Other companies pushed me back as ‘too young’ to take on. The peace of mind from a plan unique to my lifestyle is honestly a gamechanger.”

James – First Home Buyer, now in his home

“Working with Dan has been great. They took the time to build the trust we wanted when it came to our money.”

Jess & Aaron — Set their foundations and started investing

“Now I have someone who mentors my investing decisions.” Ash bought an investment property within 12 months.

Ash — Fast-tracked his path to financial independence

“My wife and I worked with Daniel and the team at NewEra to put together our financial plan. We have found them to be a trustworthy and professional Financial Advisor. Always willing to answer any queries we had throughout the process. Would highly recommend.”

Shane & Marie – Investors growing their wealth

“I’m very happy with the guidance provided by New Era Financial Planning. Having worked full time for most of my life, the thought of retirement with ongoing financial security was daunting. From my first meeting with Daniel I had a greater understanding and confidence that I am able to plan to retire in the near future with a positive financial plan to support me.”

Janet – Transitioning to Retirement with confidence

What you’ll walk away with

A plan you can actually follow

No more guessing. You’ll have a clear financial roadmap that shows exactly where you are, where you’re heading, and the very next step to take — so every decision moves you forward instead of adding to the pile.

Clarity and confidence with every decision

Money stops being a source of stress and starts being something you feel on top of. You’ll understand what you’re doing and why, with an expert in your corner — so you can make big calls (and sleep at night) knowing the right plans and protection are in place.

Real, lasting growth

This is where it compounds. We’ll help you keep more of your income, put your savings, super & investments to work, and build toward the big goals — the home, the freedom, the future — so your hard work actually builds something that lasts.

Book your Life by Design Call

How it works – three simple steps

Start with a quick chat – Our Life by Design Call

Book a short, no-obligation call so we can learn about you and make sure we’re the right fit. The most important part of your plan is you.

Free Money Compass Session

Discover where you stand in five critical financial scales and the direction your money should take. We will also discuss:

Your Financial Snapshot
Our Financial Blueprint Program, membership options & a path to help achieve your goals
What comes next if you would like to continue your journey with us

Get your financial
blueprint

Become a member to unlock your tailored plan, expert guidance and the tools to bring it all to life. This is where the future you’ve pictured starts becoming real.

Simple, transparent pricing

Money Compass Session

There is no cost for this, we want to get to know you more and see if we are the right fit for you.

Financial Blueprint Program

Your Financial Plan. This includes a comprehensive Goals Session, detailed Cashflow Session & Financial Modelling & Analysis to compare & discover the right path forwrd for you.

From $1,980 with the New Era Membership.

New Era Membership

This is where we bring your plan to life & provide ongoing support & guidance. Memberships from $249/mth for individuals and $299/mth for couples.

Up to half of the membership may be able to be paid for from your super fund/s.

Book your Life by Design Call

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.

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.

FINALIST: IFA Excellence Awards, Innovator of the Year – Individual, 2021
WINNER: Financial Planning Association, Innovator of the Year, 2021
FINALIST: IFA Excellence Awards, Transformation of the Year – Individual, 2021
Financial Standard, 50 Most Influential Advisers, 2022
Financial Standard, 50 Most Influential Advisers – Nominee, 2023, 2024 & 2025
FINALIST: Activam Impact Awards, Progressive Advice firm of the year, 2025
National Chair, FAAA Gen Next

Ready to take control of your money?

It starts with one no-pressure conversation. Book your Life by Design Session today and see what’s possible — no obligation, no jargon, no judgement.

Book your Life by Design Call

Take control of your money – without the jargon, the judgement, or the five-figure price tag

Award-winning financial advice built for everyday Australians — not just cashed-up retirees. Get a clear plan, ongoing support and a partner in your corner, all on a simple membership.

IFA EXCELLENCE AWARDS

FINANCIAL PLANNING ASSOCIATION

IFA EXCELLENCE AWARDS

FINANCIAL STANDARD

FINANCIAL STANDARD

ACTIVAM IMPACT AWARDS

Does this sound like you?

I want to buy my first home

I need a bigger home

The kids have (almost) left

I want my money working harder

There was a gap. So we fixed it.

What our members say

What you’ll walk away with

A plan you can actually follow

Clarity and confidence with every decision

Real, lasting growth

How it works – three simple steps

Start with a quick chat – Our Life by Design Call

Free Money Compass Session

Get your financial blueprint

Simple, transparent pricing

Money Compass Session

Financial Blueprint Program

New Era Membership

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

Get a financial roadmap

Reduce your tax

Maximise your income

Increase your savings

Plan your property purchase

Plan your loan

Multiply your money

Boost your Superannuation

Manage risks & access insurance

Optimise your Loan

Our Promise to You

Savvy

Clear and Simple

Practical and Real

Ready to take control of your money?

Ready to take control of your money?

There was a gap.
So we fixed it.

Get your financial
blueprint

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