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Want to buy your first home?

They call it the Great Australian Dream. With the right plan and expert guidance, you can turn that dream into your reality.

Designed for first-home buyers

Are you ready to find your first home? As a first-time buyer, you’ve come to the right place! We’re here to support you with practical strategies to help you save for a deposit, get your finances organised, and navigate the mortgage application process. When you break it down, the journey becomes a lot less daunting.

At New Era Financial Planning, we believe home ownership is within your reach—and we’re committed to making it happen for you!

Let’s create a plan to buy that house and turn it into your first home.

Where to start as a first-home buyer?

What is the dream?

01
What do you want in your first home? Is it a house or apartment? Is it in the city or the suburbs? And what are the must-haves? By knowing what you want, you can work out how much it might cost.

See what’s out there

02
Jump online and see what’s on offer. Look at previous sale prices in areas you like – or attend some auctions and see for yourself how hot the market really is. Be prepared to shift your criteria slightly, so you can get more bang for your buck.

This is where New Era
Financial Planning comes in…

Now you know what you want – we can help with a plan to get you there. Everyone is different, so we’ll tailor a strategy to you. We’ll look at your income, savings potential and a range of lending options – you’ll be making an offer before you know it!

1. Start with a quick chat

Book in a quick phone call to tell us more about who you are and make sure we’re the right fit for you.

2. Goals Session

Start with a Zoom call so we can get to know what your goals are and show you new ways to take control of your cash.

3. Sign up for your Financial Blueprint

You’ve already come a long way. This is where you choose your subscription package and we’ll help you put your plan into action.

4. Build your Financial Future

This is where you take control. Depending on your subscription, you have ongoing access to property planning, insurance advice, financial coaching, investment advice and so much more.

Engage with a team of financial specialists

We’ll do the heavy lifting & help bring it all to life
(without breaking the bank)

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.

You’re done! You can now move into your first home…

We’re helping people like you

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

Meet the team

Daniel Thompson

Founder & Financial Adviser

 

Ready to take control of your money?

Kick off your no-obligation trial today – book your 15 minute discovery call
 
Address:
New Era Financial Planning
1 Burelli St Wollongong NSW 2500
Phone:
0438 947 035
Our location: