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As your life evolves, so do your needs when it comes to home. With a little guidance, you can confidently take that next step toward finding the perfect place for your journey.

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Financial Advice for Home Upgraders

Do you need more space for a home office, your growing indoor plant collection, or maybe even a baby on the way? As a next home buyer, you’re ready for your next great move—and we’re here to help you explore your options and make it happen.

With your first home purchase already behind you, you understand the ins and outs of home ownership and mortgages. But upgrading is still a significant step! It’s essential to have the right guidance and strategy to keep you informed, in control, and on the lookout for your dream home.

Let’s chat about how you can upgrade to your next home!

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How can New Era help with
buying a second home?

Know what you want?

What do you want in your next home? Is it an extra room or a bigger yard? 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.

Do your research

Jump online and see what’s out there. Look at previous sale prices of properties that you like, in areas that you want to live in – or attend some auctions and experience the excitement of the property market firsthand.

This is where New Era
Financial Planning comes in…

Now you know what you want and where, you need to know how to get those keys in your hands. That’s where we come in. Talk to one of our financial advisors about what it means to be a next home buyer – and how to make that life-changing upgrade you’ve been waiting for.

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.

Congratulations YOU’RE A NEXT HOME BUYER!

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