Are you ready to level
up your finances?
up your finances?
Do you feel like you earn a good income but don’t have as much to show for it as you should? Don’t know how or even if you will ever achieve financial independence? You aren’t alone!
We know how it feels to not be where you want to be financially. Our award winning business is designed to help families & couples overcome their financial stresses & set up their financial future.
We follow a simple 3 step process:
1. Goals – I believe that we can do anything we want but not everything. Knowing your goals in life, in detail, is the key first stage.
2. Strategy – we call this our Financial Blueprint. It will provide a detailed plan on how to get from where you are to where you want to be.
3. Action – this is about bringing the Financial Blueprint to life. We want to make financial advice simple & accessible, so offer memberships to help people level up their finances.
Because we work closely alongside our members on a regular basis, we can’t take on too many new members. The first step is to organise a Free Discover Call, where we will chat about your current situation & if we are a good fit. If we are will can chat about the next steps, and if we aren’t we will send you some resources to help you take the next level financially.
If it looks like we can help, you can then organise a Free Roadmap Meeting to discuss where you are financially & a path forward to reach your goals.
If you would like to reach out for a call, organise a meeting with me below.
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 futureJohn Tompson2025-03-14Trustindex verifies that the original source of the review is Google. 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.Virginia Adlide2025-03-11Trustindex verifies that the original source of the review is Google. The best!Adrienne Hilton2025-03-10Trustindex 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.Louise Davis2025-03-10Trustindex verifies that the original source of the review is Google. Highly reccomend from being a adviser we now class a personal freind.No task is too hard and is very proffesional at what he does . My wife and i highly reccomend this bussiness and are great at what they do for All financial matters Steve and MannySteven Teasdale2025-03-10Trustindex 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.Naomi Starmer2025-03-10Trustindex verifies that the original source of the review is Google. After being referred to Daniel Thompson by a family member, I began the process of investing in my future. Daniel has been wonderful throughout the whole process, which has been very gradual and gentle. I feel confident that Daniel will assist in making my goals come to fruition, which includes early retirement and financial freedom. Can't wait to see what the future holds!Brianna Moore2025-01-19Trustindex verifies that the original source of the review is Google. Sarah Thompson2024-10-05Trustindex verifies that the original source of the review is Google. Daniel Thompson2024-10-05
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Get Started with New Era Financial Planning
We’re ready when you are
We’ll do the heavy lifting & help bring it all to life
(without breaking the bank)