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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.

Book your Life by Design Call

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.

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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
Financial Planning introduction

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

    Financial Planning discussion
    01

    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.

    Financial Planning meeting
    02

    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
    Financial Planning success
    03

    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
       

      Ready to take control of your money?

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