Optimise your finances and become financially savvy!

Your finances shouldn’t operate in isolation. By integrating your super, tax, savings, and investments, you can create a comprehensive game plan for building your wealth. Let’s work together to ensure every aspect of your financial life is working towards your goals!

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Take your finances to the next level

If you’re ready to take control of your financial goals, it’s time to optimise your finances. By gaining a clear understanding of your spending habits and getting a grip on your savings, investments, loans, tax, and super, you can uncover new ways to make your hard-earned money work even harder for you.

This is what drives us! We’re here to help you create a plan that puts you in the driver’s seat when it comes to your finances.

Now is the perfect time to take the wheel and steer your financial future!

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How to start with optimising your finances?

What does financial security mean to you

Do you want to be debt free? Have a million dollar portfolio? Not be living pay to pay? Whatever your current financial situation, with the right help you can get those cogs turning together.

Take the next step

You’ve started thinking about how to make your money work harder – great stuff! Now, you just need a plan. Things like a budget, a savings goal and a timeline could be on the agenda. By deciding what you want, you’ll be able to figure out what’s possible.

This is where New Era
Financial Planning comes in…

If you research has brought up more questions than answers, that’s where we come in. We want to listen to your grand plans and help you make them a reality. Talk to one of our financial advisors and they can tell you what’s possible and make a roadmap toward your bright financial future.

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.

Wohoo – YOU’VE GOT YOUR FINANCES IN SYNC!

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We’re helping people like you