A clear financial plan to build the life you want — without the jargon

For busy families and ambitious couples who want their money working harder. We hand you a written roadmap you can actually follow, not a folder you’ll never open

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 Life by Design Call, where we will chat about your current situation, goals, frustrations & if we are a good fit. If we are a good fit, we 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 Money Compass Session 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.

Book your Free Life by Design call

Are we the right fit for you?

Great financial advice works best as a genuine partnership — so before you get in touch, here’s an honest picture of who we’re built for, and who we’re not.

We’re a great fit if you’re:

A busy family, ambitious couple, or empty nester, generally aged 30–55, who wants more clarity and confidence with money
Earning a good income but feeling unsure whether it’s working as hard as it could be
Ready to set clear goals and follow a structured plan, rather than chasing the next hot tip
Looking for a long-term relationship with an adviser who’ll keep you accountable, not a one-off transaction
Open, coachable, and willing to back yourself with the right guidance and support

We’re probably not the right fit if you’re:

Looking for a quick “get rich quick” scheme or someone to time the market for you
Only after a single product sale, with no interest in a broader plan
Unwilling to engage in the process, share your full financial picture, or take action on the strategy
Searching purely for the cheapest option, rather than genuine long-term value

If that first list sounds like you, we’d love to hear from you. The best place to start is a complimentary Life by Design call — a relaxed, no-obligation chat to see whether we’re the right partner for your next chapter.

Reach out if you want to chat by email or phone
Email: support@newerafp.com.au
Phone: 02 7255 5835

Take the first step today

Get Started with New Era Financial Planning

Get more questions?

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

FAQs

How much does it cost?

We aim to have a very transparent pricing model, based on the support you need not how much money you have.

1. There is no cost with the initial phone call or Money Compass Session – we want to take the time to get to know you more and see if we are the right fit for you.

2. The Financial Blueprint Program –

For people who bundle the with our Membership, the price is usually $2,100 – $2,600 (can be a bit more based on complexity, this is the average range we generally see). We have a 100% 90-day Money Back Guarantee with this program.

For people wanting this as a standalone program, the price is usually $4,200 – $4,600. Members get a 50% discount. We have a 100% 90-day Money Back Guarantee with this program.

3. The New Era Membership starts from $299/mth for couples & $249/mth for singles. Half of this can usually be covered by your super fund, so for example $150/mth from super & $149/mth from your bank account.

Along with the 100% 90-day Money Back Guarantee with the Financial Blueprint Program, the membership is subscription based with no lock-in contracts.